Caterpillar shares owned by Rockline Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Rockline Wealth Management
from 13F filings
Historical chart of Rockline Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Rockline Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $336k | 917 | 366.43 |
| 2023-12-31 | $271k | 917 | 295.67 |
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