9258 Wealth Management »

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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All positions including Caterpillar held by 9258 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by 9258 Wealth Management

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