Caterpillar shares owned by Glassman Wealth Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Glassman Wealth Services
from 13F filings
Historical chart of Glassman Wealth Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Glassman Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $555k | 1.9k | 295.68 |
| 2023-09-30 | $512k | 1.9k | 273.01 |
| 2023-06-30 | $462k | 1.9k | 246.06 |
| 2023-03-31 | $435k | 1.9k | 228.85 |
| 2022-12-31 | $410k | 1.7k | 239.57 |
| 2022-09-30 | $235k | 1.4k | 163.76 |
| 2022-06-30 | $306k | 1.7k | 178.95 |
| 2022-03-31 | $355k | 1.6k | 222.71 |
| 2021-12-31 | $227k | 1.1k | 206.36 |
| 2021-09-30 | $105k | 549 | 191.26 |
| 2021-06-30 | $114k | 524 | 217.56 |
| 2021-03-31 | $112k | 484 | 231.41 |
| 2020-12-31 | $81k | 446 | 181.61 |
| 2020-09-30 | $59k | 396 | 148.99 |
| 2020-06-30 | $32k | 253 | 126.48 |
| 2020-03-31 | $34k | 296 | 114.86 |
| 2019-12-31 | $29k | 194 | 149.48 |
| 2019-09-30 | $23k | 183 | 125.68 |
| 2019-06-30 | $26k | 188 | 138.30 |
| 2019-03-31 | $27k | 196 | 137.76 |
| 2018-12-31 | $16k | 124 | 129.03 |
| 2018-09-30 | $16k | 107 | 149.53 |
| 2018-06-30 | $17k | 122 | 139.34 |
| 2018-03-31 | $17k | 113 | 150.44 |
| 2017-12-31 | $17k | 109 | 155.96 |
| 2017-03-31 | $12k | 125 | 96.00 |
| 2016-12-31 | $12k | 125 | 96.00 |
| 2016-06-30 | $9.0k | 125 | 72.00 |
| 2016-03-31 | $10k | 125 | 80.00 |
| 2015-12-31 | $8.0k | 125 | 64.00 |
| 2015-09-30 | $8.0k | 125 | 64.00 |
| 2015-06-30 | $11k | 125 | 84.82 |
| 2015-03-31 | $10k | 125 | 80.00 |
| 2014-12-31 | $11k | 125 | 88.00 |