Caterpillar shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $229k | 624 | 366.51 |
| 2020-12-31 | $95k | 524 | 181.30 |
| 2020-09-30 | $78k | 524 | 148.86 |
| 2020-06-30 | $94k | 744 | 126.34 |
| 2020-03-31 | $86k | 744 | 115.59 |
| 2019-12-31 | $116k | 784 | 147.96 |
| 2019-09-30 | $261k | 2.1k | 126.27 |
| 2019-06-30 | $282k | 2.1k | 136.43 |
| 2019-03-31 | $280k | 2.1k | 135.46 |
| 2018-12-31 | $263k | 2.1k | 127.24 |
| 2018-09-30 | $315k | 2.1k | 152.39 |
| 2018-06-30 | $280k | 2.1k | 135.46 |
| 2018-03-31 | $331k | 2.2k | 147.18 |
| 2017-12-31 | $354k | 2.2k | 157.40 |
| 2017-09-30 | $312k | 2.5k | 124.60 |
| 2017-06-30 | $269k | 2.5k | 107.43 |
| 2017-03-31 | $232k | 2.5k | 92.65 |
| 2016-12-31 | $232k | 2.5k | 92.65 |
| 2016-09-30 | $239k | 2.7k | 88.55 |
| 2016-06-30 | $227k | 3.0k | 75.69 |
| 2016-03-31 | $15k | 3.2k | 4.75 |
| 2015-12-31 | $203k | 3.0k | 67.69 |
| 2015-09-30 | $200k | 3.2k | 61.65 |
| 2015-06-30 | $254k | 3.0k | 84.69 |
| 2015-03-31 | $261k | 3.3k | 80.03 |
| 2014-12-31 | $362k | 3.9k | 91.78 |