Caterpillar shares owned by AE Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.7M | 25k | 391.36 |
| 2024-06-30 | $7.7M | 23k | 333.10 |
| 2024-03-31 | $6.8M | 18k | 366.42 |
| 2023-12-31 | $31M | 104k | 299.43 |
| 2023-09-30 | $25M | 91k | 273.00 |
| 2023-06-30 | $18M | 75k | 246.05 |
| 2023-03-31 | $22M | 97k | 228.84 |
| 2022-12-31 | $26M | 109k | 239.56 |
| 2022-09-30 | $16M | 95k | 164.08 |
| 2022-06-30 | $15M | 86k | 178.77 |
| 2022-03-31 | $16M | 71k | 222.82 |
| 2021-12-31 | $15M | 74k | 206.74 |
| 2021-09-30 | $9.0M | 47k | 191.97 |
| 2021-06-30 | $9.8M | 45k | 217.63 |
| 2021-03-31 | $10M | 44k | 231.87 |
| 2020-12-31 | $6.8M | 38k | 182.02 |
| 2020-09-30 | $5.6M | 37k | 149.16 |
| 2020-06-30 | $5.4M | 43k | 126.50 |
| 2020-03-31 | $6.1M | 52k | 116.04 |
| 2019-12-31 | $6.6M | 45k | 147.68 |
| 2019-09-30 | $4.5M | 36k | 126.30 |
| 2019-06-30 | $5.9M | 43k | 136.29 |
| 2019-03-31 | $231k | 23k | 10.00 |
| 2018-12-31 | $2.3M | 19k | 127.05 |
| 2018-09-30 | $3.4M | 22k | 152.50 |
| 2018-06-30 | $2.7M | 20k | 135.68 |
| 2018-03-31 | $2.0M | 13k | 147.37 |
| 2017-12-31 | $1.5M | 9.8k | 157.56 |
| 2017-09-30 | $2.0M | 16k | 124.72 |
| 2017-06-30 | $2.0M | 18k | 107.45 |
| 2017-03-31 | $1.7M | 19k | 92.77 |
| 2016-12-31 | $866k | 9.3k | 92.76 |