Caterpillar shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.3M | 15k | 295.67 |
| 2023-09-30 | $4.1M | 15k | 273.00 |
| 2023-06-30 | $3.8M | 15k | 246.05 |
| 2023-03-31 | $3.7M | 16k | 228.85 |
| 2022-12-31 | $3.6M | 15k | 239.56 |
| 2022-09-30 | $2.4M | 14k | 164.05 |
| 2022-06-30 | $835k | 4.7k | 178.69 |
| 2022-03-31 | $1.1M | 4.8k | 222.62 |
| 2021-12-31 | $1.1M | 5.1k | 206.64 |
| 2021-09-30 | $712k | 3.7k | 191.86 |
| 2021-06-30 | $764k | 3.5k | 217.60 |
| 2021-03-31 | $635k | 2.7k | 231.75 |
| 2020-12-31 | $306k | 1.7k | 181.93 |
| 2020-09-30 | $250k | 1.7k | 148.63 |
| 2020-03-31 | $401k | 3.5k | 116.06 |
| 2019-12-31 | $437k | 3.0k | 147.44 |
| 2019-09-30 | $671k | 5.3k | 126.39 |
More positions owned by Robertson Stephens Wealth Management
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