Caterpillar shares owned by Weatherly Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Weatherly Asset Management
from 13F filings
Historical chart of Weatherly Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Weatherly Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 6.8k | 366.43 |
| 2023-12-31 | $2.1M | 7.0k | 295.66 |
| 2023-09-30 | $1.9M | 7.0k | 272.99 |
| 2023-06-30 | $1.8M | 7.5k | 246.04 |
| 2023-03-31 | $1.7M | 7.5k | 228.83 |
| 2022-12-31 | $1.9M | 8.0k | 239.55 |
| 2022-09-30 | $1.3M | 8.1k | 164.03 |
| 2022-06-30 | $1.4M | 8.1k | 178.74 |
| 2022-03-31 | $1.9M | 8.3k | 222.82 |
| 2021-12-31 | $1.4M | 6.6k | 206.75 |
| 2021-09-30 | $1.3M | 6.6k | 191.92 |
| 2021-06-30 | $1.2M | 5.7k | 217.57 |
| 2021-03-31 | $1.3M | 5.7k | 231.81 |
| 2020-12-31 | $1.0M | 5.7k | 182.07 |
| 2020-09-30 | $849k | 5.7k | 149.21 |
| 2020-06-30 | $745k | 5.9k | 126.49 |
| 2020-03-31 | $810k | 7.0k | 116.05 |
| 2019-12-31 | $1.1M | 7.4k | 147.71 |
| 2019-09-30 | $1.1M | 8.3k | 126.34 |
| 2019-06-30 | $1.4M | 10k | 136.27 |
| 2019-03-31 | $1.5M | 11k | 135.53 |
| 2018-12-31 | $1.5M | 12k | 127.03 |
| 2018-09-30 | $1.8M | 12k | 152.46 |
| 2018-06-30 | $1.6M | 12k | 135.68 |
| 2018-03-31 | $1.7M | 12k | 147.36 |
| 2017-12-31 | $1.8M | 12k | 157.57 |
| 2017-09-30 | $1.7M | 14k | 124.68 |
| 2017-06-30 | $1.5M | 14k | 107.49 |
| 2017-03-31 | $1.6M | 17k | 92.77 |
| 2016-12-31 | $1.6M | 18k | 92.73 |
| 2016-09-30 | $1.6M | 18k | 88.79 |
| 2016-06-30 | $1.4M | 18k | 75.80 |
| 2016-03-31 | $1.4M | 19k | 76.52 |
| 2015-12-31 | $1.3M | 19k | 67.91 |
| 2015-09-30 | $1.2M | 19k | 65.33 |
| 2015-06-30 | $1.6M | 19k | 84.78 |
| 2015-03-31 | $1.5M | 19k | 80.02 |
| 2014-12-31 | $1.7M | 18k | 91.51 |
| 2014-09-30 | $1.7M | 18k | 99.04 |
| 2014-06-30 | $1.9M | 18k | 108.66 |
| 2014-03-31 | $1.7M | 18k | 99.38 |
| 2013-12-31 | $1.6M | 18k | 90.81 |
| 2013-09-30 | $1.5M | 18k | 83.40 |
| 2013-06-30 | $1.4M | 17k | 82.51 |
More positions owned by Weatherly Asset Management
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