Caterpillar shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in Caterpillar
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.1M | 3.8k | 295.67 |
2023-09-30 | $1.0M | 3.8k | 273.00 |
2023-06-30 | $927k | 3.8k | 246.05 |
2023-03-31 | $862k | 3.8k | 228.84 |
2022-12-31 | $996k | 4.2k | 239.56 |
2022-09-30 | $543k | 3.3k | 164.05 |
2022-06-30 | $528k | 3.0k | 178.80 |
2022-03-31 | $596k | 2.7k | 222.72 |
2021-12-31 | $501k | 2.4k | 206.60 |
2021-09-30 | $484k | 2.5k | 191.91 |
2021-06-30 | $554k | 2.5k | 217.77 |
2021-03-31 | $589k | 2.5k | 231.98 |
2020-12-31 | $459k | 2.5k | 182.00 |
2020-09-30 | $396k | 2.5k | 157.08 |
2020-06-30 | $298k | 2.4k | 126.54 |
2020-03-31 | $283k | 2.5k | 115.13 |
2019-12-31 | $347k | 2.3k | 147.85 |
2019-09-30 | $206k | 1.6k | 126.38 |
2019-06-30 | $258k | 1.9k | 136.36 |
2019-03-31 | $272k | 2.0k | 135.26 |
2018-12-31 | $255k | 2.0k | 126.87 |