Caterpillar shares owned by WBI Investments
Historical chart of WBI Investments investment in Caterpillar
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All positions including Caterpillar held by WBI Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by WBI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 3.0k | 366.43 |
| 2023-09-30 | $2.3M | 8.6k | 273.00 |
| 2023-06-30 | $1.4M | 5.8k | 246.05 |
| 2019-06-30 | $4.6M | 34k | 136.28 |
| 2017-12-31 | $6.1M | 39k | 157.58 |
| 2017-09-30 | $6.7M | 54k | 124.71 |