Caterpillar shares owned by WMS Partners
Historical chart of WMS Partners investment in Caterpillar
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All positions including Caterpillar held by WMS Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $893k | 3.0k | 295.63 |
| 2023-09-30 | $820k | 3.0k | 272.97 |
| 2023-06-30 | $1.0M | 4.1k | 246.05 |
| 2023-03-31 | $1.1M | 4.6k | 228.83 |
| 2022-12-31 | $1.4M | 5.8k | 239.57 |
| 2022-09-30 | $957k | 5.8k | 164.01 |
| 2022-06-30 | $1.0M | 5.7k | 178.78 |
| 2022-03-31 | $937k | 4.2k | 222.72 |
| 2021-12-31 | $730k | 3.5k | 206.68 |
| 2021-09-30 | $667k | 3.5k | 191.94 |
| 2021-06-30 | $772k | 3.5k | 217.53 |
| 2021-03-31 | $761k | 3.3k | 232.01 |
| 2020-12-31 | $481k | 3.2k | 149.05 |
| 2020-09-30 | $481k | 3.2k | 149.05 |
| 2020-06-30 | $408k | 3.2k | 126.43 |
| 2020-03-31 | $410k | 3.5k | 116.08 |
| 2019-12-31 | $567k | 3.8k | 147.73 |
| 2019-09-30 | $488k | 3.9k | 126.33 |
| 2019-06-30 | $529k | 3.9k | 136.27 |
| 2019-03-31 | $487k | 3.6k | 135.54 |
| 2018-12-31 | $457k | 3.6k | 127.19 |
| 2018-09-30 | $570k | 3.7k | 152.53 |
| 2018-06-30 | $7.7M | 57k | 135.66 |
| 2018-03-31 | $8.3M | 57k | 147.39 |
| 2017-12-31 | $8.9M | 57k | 157.58 |
| 2017-09-30 | $7.1M | 57k | 124.70 |
| 2017-06-30 | $6.2M | 57k | 107.46 |
| 2017-03-31 | $5.3M | 58k | 92.76 |
| 2016-12-31 | $5.4M | 58k | 92.74 |
| 2016-09-30 | $5.1M | 58k | 88.76 |
| 2016-06-30 | $4.4M | 58k | 75.81 |
| 2016-03-31 | $4.4M | 57k | 76.54 |
| 2015-12-31 | $4.3M | 63k | 67.97 |
| 2015-09-30 | $5.3M | 82k | 65.35 |
| 2015-06-30 | $7.1M | 83k | 84.82 |
| 2015-03-31 | $6.3M | 79k | 80.03 |
| 2014-12-31 | $5.9M | 65k | 91.54 |
| 2014-09-30 | $6.3M | 64k | 99.04 |
| 2014-06-30 | $6.9M | 64k | 108.66 |
| 2014-03-31 | $6.4M | 64k | 99.36 |
| 2013-12-31 | $5.7M | 63k | 90.81 |
| 2013-09-30 | $5.3M | 63k | 83.41 |
| 2013-06-30 | $5.2M | 63k | 82.48 |
| 2013-03-31 | $1.1M | 13k | 87.00 |
| 2012-12-31 | $1.2M | 13k | 89.61 |
| 2012-09-30 | $1.1M | 13k | 86.05 |
| 2012-06-30 | $709k | 8.4k | 84.86 |
| 2012-03-31 | $819k | 7.7k | 106.64 |
| 2011-12-31 | $468k | 5.2k | 90.52 |
| 2011-09-30 | $227k | 3.1k | 73.70 |