Caterpillar shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by CB^T Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $720k | 2.0k | 366.43 |
| 2023-12-31 | $614k | 2.1k | 295.67 |
| 2023-09-30 | $578k | 2.1k | 273.00 |
| 2023-06-30 | $668k | 2.7k | 246.05 |
| 2023-03-31 | $1.2M | 5.2k | 228.84 |
| 2022-12-31 | $705k | 2.9k | 239.71 |
| 2022-09-30 | $499k | 3.0k | 164.04 |
| 2022-06-30 | $511k | 2.9k | 178.73 |
| 2022-03-31 | $621k | 2.8k | 222.98 |
| 2021-12-31 | $551k | 2.7k | 206.83 |
| 2021-09-30 | $430k | 2.2k | 191.96 |
| 2021-06-30 | $420k | 1.9k | 217.84 |
| 2021-03-31 | $467k | 2.0k | 231.76 |
| 2020-12-31 | $342k | 1.9k | 181.91 |
| 2020-09-30 | $265k | 1.8k | 149.21 |
| 2020-06-30 | $224k | 1.8k | 126.48 |
| 2020-03-31 | $226k | 1.9k | 116.26 |
| 2019-12-31 | $289k | 2.0k | 147.60 |
| 2019-06-30 | $211k | 1.5k | 136.39 |
| 2018-12-31 | $510k | 4.0k | 127.09 |