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Caterpillar shares owned by Vanguard Capital Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Vanguard Capital Wealth Advisors from 13F filings

Historical chart of Vanguard Capital Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Vanguard Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Vanguard Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 3.4k 366.46
2023-12-31 $952k 3.2k 295.64
2023-09-30 $853k 3.1k 273.01
2023-06-30 $768k 3.1k 246.04
2023-03-31 $713k 3.1k 228.84
2022-12-31 $746k 3.1k 239.55
2022-09-30 $510k 3.1k 164.09
2022-06-30 $554k 3.1k 178.54
2022-03-31 $746k 3.3k 222.82
2021-12-31 $691k 3.3k 206.70
2021-09-30 $633k 3.3k 191.88
2021-06-30 $760k 3.5k 217.45
2021-03-31 $758k 3.3k 230.45
2020-12-31 $591k 3.3k 179.80
2020-06-30 $409k 3.2k 126.35
2019-12-31 $454k 3.1k 147.64
2019-09-30 $387k 3.1k 126.02
2019-06-30 $444k 3.3k 136.03
2019-03-31 $423k 3.1k 135.36
2018-12-31 $422k 3.3k 127.03
2018-09-30 $511k 3.4k 152.40
2018-06-30 $457k 3.4k 135.61
2017-12-31 $548k 3.5k 157.58