Caterpillar shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.0M | 7.4k | 272.99 |
| 2023-06-30 | $2.0M | 8.0k | 246.06 |
| 2023-03-31 | $1.8M | 8.0k | 228.84 |
| 2022-12-31 | $2.0M | 8.2k | 239.57 |
| 2022-09-30 | $1.3M | 7.9k | 164.09 |
| 2022-06-30 | $1.4M | 7.9k | 178.77 |
| 2022-03-31 | $1.9M | 8.6k | 222.80 |
| 2021-12-31 | $1.8M | 8.7k | 206.75 |
| 2021-09-30 | $1.7M | 8.8k | 191.91 |
| 2021-06-30 | $2.0M | 9.2k | 217.58 |
| 2021-03-31 | $2.2M | 9.2k | 239.30 |
| 2020-12-31 | $1.7M | 9.6k | 182.03 |
| 2020-09-30 | $1.3M | 8.7k | 149.11 |
| 2020-06-30 | $1.1M | 8.5k | 126.45 |
| 2020-03-31 | $985k | 8.5k | 116.05 |
| 2019-12-31 | $1.3M | 8.6k | 147.67 |
| 2019-09-30 | $1.3M | 11k | 126.31 |
| 2019-06-30 | $1.5M | 11k | 136.32 |
| 2019-03-31 | $1.5M | 11k | 135.51 |
| 2018-12-31 | $1.4M | 11k | 127.05 |
| 2018-09-30 | $1.7M | 11k | 152.50 |
| 2018-06-30 | $982k | 7.2k | 135.67 |
| 2018-03-31 | $1.1M | 7.3k | 147.40 |
| 2017-12-31 | $1.2M | 7.3k | 157.53 |
| 2017-09-30 | $835k | 6.7k | 124.65 |
| 2017-06-30 | $715k | 6.6k | 107.53 |
| 2017-03-31 | $617k | 6.7k | 92.75 |
| 2016-12-31 | $625k | 6.7k | 92.73 |
| 2016-09-30 | $554k | 6.2k | 88.78 |
| 2016-06-30 | $464k | 6.1k | 75.89 |
| 2016-03-31 | $464k | 6.1k | 76.59 |
| 2015-12-31 | $413k | 6.1k | 67.99 |
| 2015-09-30 | $329k | 5.0k | 65.28 |
| 2015-06-30 | $427k | 5.0k | 84.72 |
| 2015-03-31 | $403k | 5.0k | 79.96 |