Caterpillar shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Caterpillar
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.1M | 3.7k | 295.70 |
2023-09-30 | $1.0M | 3.8k | 273.01 |
2023-06-30 | $914k | 3.7k | 246.08 |
2023-03-31 | $850k | 3.7k | 228.84 |
2022-12-31 | $891k | 3.7k | 239.57 |
2022-09-30 | $598k | 3.6k | 164.02 |
2022-06-30 | $662k | 3.7k | 178.87 |
2022-03-31 | $818k | 3.7k | 222.71 |
2021-12-31 | $758k | 3.7k | 206.65 |
2021-09-30 | $705k | 3.7k | 191.89 |
2021-06-30 | $800k | 3.7k | 217.75 |
2021-03-31 | $855k | 3.7k | 231.77 |
2020-12-31 | $663k | 3.6k | 181.99 |
2020-09-30 | $542k | 3.6k | 149.27 |
2020-06-30 | $457k | 3.6k | 126.38 |
2020-03-31 | $418k | 3.6k | 116.14 |
2019-12-31 | $519k | 3.5k | 147.69 |
2019-09-30 | $380k | 3.0k | 126.29 |
2019-06-30 | $437k | 3.2k | 136.39 |
2019-03-31 | $391k | 2.9k | 135.58 |
2018-12-31 | $366k | 2.9k | 126.91 |
2017-12-31 | $201k | 1.3k | 157.40 |