Caterpillar shares owned by Strategic Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Strategic Wealth Advisors
from 13F filings
Historical chart of Strategic Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Strategic Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $3.6M | 22k | 164.08 |
| 2022-06-30 | $4.0M | 22k | 179.14 |
| 2022-03-31 | $4.1M | 18k | 221.63 |
| 2021-12-31 | $2.7M | 13k | 206.94 |
| 2021-09-30 | $2.7M | 14k | 195.14 |
| 2021-06-30 | $2.7M | 13k | 217.66 |
| 2021-03-31 | $2.6M | 11k | 231.90 |
| 2020-12-31 | $2.2M | 12k | 182.02 |
| 2020-03-31 | $1.8M | 16k | 112.54 |
| 2019-12-31 | $2.3M | 16k | 148.18 |
| 2019-09-30 | $1.9M | 16k | 123.25 |
| 2019-06-30 | $1.5M | 11k | 135.67 |
| 2019-03-31 | $1.7M | 12k | 138.99 |
| 2018-12-31 | $1.8M | 14k | 131.13 |
| 2018-06-30 | $3.4M | 25k | 135.65 |
| 2018-03-31 | $7.4M | 50k | 147.37 |
| 2017-12-31 | $2.9M | 24k | 124.70 |
| 2017-09-30 | $2.9M | 24k | 124.70 |
| 2014-12-31 | $254k | 2.8k | 91.53 |
| 2014-06-30 | $296k | 2.7k | 108.67 |