Caterpillar shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.7M | 16k | 295.66 |
| 2023-09-30 | $4.0M | 15k | 273.01 |
| 2023-06-30 | $3.5M | 14k | 246.04 |
| 2023-03-31 | $3.1M | 14k | 228.84 |
| 2022-12-31 | $2.9M | 12k | 239.57 |
| 2022-09-30 | $1.5M | 9.3k | 164.09 |
| 2022-06-30 | $1.8M | 10k | 178.76 |
| 2022-03-31 | $2.2M | 10k | 222.87 |
| 2021-12-31 | $1.8M | 8.7k | 206.75 |
| 2021-09-30 | $1.5M | 7.8k | 192.02 |
| 2021-06-30 | $1.7M | 7.9k | 217.68 |
| 2021-03-31 | $1.8M | 7.6k | 231.88 |
| 2020-12-31 | $1.6M | 8.8k | 182.02 |
| 2020-09-30 | $1.2M | 7.9k | 149.17 |
| 2020-06-30 | $687k | 5.4k | 126.54 |
| 2020-03-31 | $511k | 4.4k | 116.00 |
| 2019-12-31 | $535k | 3.6k | 147.59 |
| 2019-09-30 | $761k | 6.0k | 126.33 |
| 2019-06-30 | $1.4M | 11k | 136.26 |
| 2019-03-31 | $208k | 1.5k | 135.42 |
| 2018-12-31 | $416k | 3.3k | 127.22 |
| 2018-09-30 | $463k | 3.0k | 152.40 |
| 2018-06-30 | $429k | 3.2k | 135.67 |
| 2018-03-31 | $462k | 3.1k | 147.23 |
| 2017-12-31 | $334k | 2.1k | 157.40 |
| 2017-09-30 | $278k | 2.2k | 124.50 |
| 2017-06-30 | $240k | 2.2k | 107.58 |
| 2017-03-31 | $203k | 2.2k | 92.91 |
| 2016-12-31 | $221k | 2.4k | 92.66 |
| 2016-09-30 | $216k | 2.4k | 88.67 |
| 2015-06-30 | $272k | 3.2k | 84.76 |
| 2015-03-31 | $257k | 3.2k | 80.09 |
| 2014-09-30 | $348k | 3.2k | 108.75 |
| 2014-06-30 | $348k | 3.2k | 108.75 |