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Caterpillar shares owned by GW & Wade

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in Caterpillar

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All positions including Caterpillar held by GW & Wade consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 8.8k 295.72
2023-09-30 $1.7M 6.1k 272.90
2023-06-30 $1.3M 5.1k 246.14
2023-03-31 $1.4M 6.2k 228.93
2022-12-31 $1.5M 6.3k 239.52
2022-09-30 $995k 6.1k 164.06
2022-06-30 $1.0M 5.8k 178.77
2022-03-31 $1.3M 5.9k 222.74
2021-12-31 $1.2M 5.7k 206.69
2021-09-30 $1.0M 5.4k 192.01
2021-06-30 $1.1M 4.9k 217.67
2021-03-31 $902k 3.9k 231.76
2020-12-31 $656k 3.6k 181.97
2020-09-30 $478k 3.2k 149.19
2020-06-30 $405k 3.2k 126.40
2020-03-31 $335k 2.9k 116.12
2019-12-31 $443k 3.0k 147.77
2019-09-30 $437k 3.5k 126.34
2019-06-30 $447k 3.3k 136.32
2019-03-31 $443k 3.3k 135.35
2018-12-31 $440k 3.5k 127.09
2018-09-30 $479k 3.1k 152.50
2018-06-30 $426k 3.1k 135.71
2018-03-31 $462k 3.1k 147.23
2017-12-31 $440k 2.8k 157.54
2017-09-30 $342k 2.7k 124.77
2017-06-30 $294k 2.7k 107.34
2017-03-31 $643k 6.9k 92.73
2016-12-31 $524k 5.7k 92.74
2016-09-30 $506k 5.7k 88.79
2016-06-30 $400k 5.3k 75.90
2016-03-31 $403k 5.3k 76.50
2015-12-31 $487k 7.2k 67.94
2015-09-30 $531k 8.1k 65.39
2015-06-30 $492k 5.8k 84.81
2015-03-31 $596k 7.4k 80.10
2014-12-31 $503k 5.5k 91.59