Caterpillar shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital investment in Caterpillar
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All positions including Caterpillar held by Wedmont Private Capital consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.4M | 6.5k | 371.93 |
2023-12-31 | $1.7M | 5.8k | 292.25 |
2023-09-30 | $1.2M | 4.5k | 271.30 |
2023-06-30 | $1.0M | 4.0k | 255.62 |
2023-03-31 | $799k | 3.7k | 215.53 |
2022-12-31 | $846k | 3.4k | 248.86 |
2022-09-30 | $520k | 3.2k | 164.04 |
2022-06-30 | $516k | 2.9k | 178.86 |
2022-03-31 | $541k | 2.5k | 220.73 |
2021-12-31 | $515k | 2.3k | 226.97 |