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Caterpillar shares owned by Concannon Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Concannon Wealth Management from 13F filings

Historical chart of Concannon Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Concannon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Concannon Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $0 2 0.00
2022-03-31 $0 2 0.00
2021-12-31 $0 2 0.00
2021-09-30 $0 2 0.00
2021-06-30 $12k 57 210.53
2021-03-31 $0 2 0.00
2017-12-31 $139k 879 158.13
2017-09-30 $110k 879 125.14
2017-06-30 $94k 879 106.94
2017-03-31 $82k 879 93.29
2016-12-31 $82k 879 93.29
2016-09-30 $78k 879 88.74
2016-06-30 $67k 879 76.22
2016-03-31 $67k 879 76.22
2015-12-31 $66k 971 67.97
2015-09-30 $63k 970 64.95
2015-06-30 $82k 969 84.62
2015-03-31 $77k 968 79.55
2013-09-30 $8.0k 100 80.00
2013-06-30 $8.0k 100 80.00