Caterpillar shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Cm Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $329k | 950 | 346.30 |
2023-06-30 | $284k | 1.1k | 261.73 |
2023-03-31 | $1.4M | 6.6k | 217.33 |