Caterpillar shares owned by Wellington Shields & Co
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wellington Shields & Co
from 13F filings
Historical chart of Wellington Shields & Co investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wellington Shields & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 9.6k | 366.43 |
| 2023-12-31 | $2.8M | 9.6k | 295.67 |
| 2023-09-30 | $2.6M | 9.6k | 273.00 |
| 2023-06-30 | $2.4M | 9.6k | 246.05 |
| 2023-03-31 | $2.2M | 9.6k | 228.84 |
| 2022-12-31 | $2.3M | 9.6k | 239.56 |
| 2022-09-30 | $1.5M | 9.4k | 164.04 |
| 2022-06-30 | $1.7M | 9.4k | 178.72 |
| 2022-03-31 | $2.1M | 9.4k | 222.87 |
| 2021-12-31 | $2.1M | 10k | 206.76 |
| 2021-09-30 | $1.8M | 9.4k | 192.02 |
| 2021-06-30 | $2.0M | 9.4k | 217.66 |
| 2021-03-31 | $2.2M | 9.4k | 231.91 |
| 2020-12-31 | $1.3M | 7.3k | 182.05 |
| 2020-09-30 | $1.1M | 7.3k | 149.18 |
| 2020-06-30 | $949k | 7.5k | 126.53 |
| 2020-03-31 | $801k | 6.9k | 116.09 |
| 2019-12-31 | $960k | 6.5k | 147.69 |
| 2019-06-30 | $859k | 6.3k | 136.35 |
| 2019-03-31 | $888k | 6.6k | 135.53 |
| 2018-12-31 | $832k | 6.6k | 127.02 |
| 2018-09-30 | $968k | 6.4k | 152.44 |
| 2018-06-30 | $828k | 6.1k | 135.74 |
| 2018-03-31 | $899k | 6.1k | 147.38 |
| 2017-12-31 | $961k | 6.1k | 157.54 |
| 2017-09-30 | $761k | 6.1k | 124.75 |
| 2017-06-30 | $656k | 6.1k | 107.54 |
| 2017-03-31 | $566k | 6.1k | 92.79 |
| 2016-12-31 | $614k | 6.6k | 92.67 |
| 2016-09-30 | $588k | 6.6k | 88.79 |
| 2016-06-30 | $502k | 6.6k | 75.87 |
| 2016-03-31 | $269k | 3.5k | 76.62 |
| 2015-12-31 | $238k | 3.5k | 67.90 |
| 2015-09-30 | $229k | 3.5k | 65.43 |
| 2015-06-30 | $297k | 3.5k | 84.86 |
| 2015-03-31 | $280k | 3.5k | 80.00 |
| 2014-12-31 | $320k | 3.5k | 91.43 |
| 2014-09-30 | $248k | 2.5k | 99.20 |
| 2014-06-30 | $397k | 3.7k | 108.77 |
| 2014-03-31 | $363k | 3.7k | 99.45 |
| 2013-12-31 | $541k | 6.0k | 90.77 |
| 2013-09-30 | $304k | 3.7k | 83.29 |
| 2013-06-30 | $338k | 4.1k | 82.38 |
| 2013-03-31 | $357k | 4.1k | 87.01 |
| 2012-12-31 | $368k | 4.1k | 89.69 |
| 2012-09-30 | $405k | 4.7k | 86.13 |
| 2012-06-30 | $323k | 3.8k | 84.98 |
| 2011-09-30 | $295k | 4.0k | 73.75 |