Caterpillar shares owned by Amerivest Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Amerivest Investment Management
from 13F filings
Historical chart of Amerivest Investment Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Amerivest Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Amerivest Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $0 | 0 | 0.00 |
| 2023-06-30 | $221k | 899 | 245.83 |
| 2023-03-31 | $273k | 1.2k | 228.83 |
| 2022-12-31 | $376k | 1.6k | 239.34 |
| 2022-09-30 | $441k | 2.7k | 163.94 |
| 2022-06-30 | $601k | 3.4k | 178.66 |
| 2022-03-31 | $1.0M | 4.5k | 222.86 |
| 2021-12-31 | $891k | 4.3k | 206.82 |
| 2021-09-30 | $839k | 5.6k | 149.21 |
| 2021-06-30 | $834k | 3.8k | 217.75 |
| 2021-03-31 | $822k | 4.5k | 182.10 |
| 2020-12-31 | $822k | 4.5k | 182.10 |
| 2020-09-30 | $839k | 5.6k | 149.21 |
| 2020-06-30 | $744k | 5.9k | 126.44 |
| 2020-03-31 | $745k | 6.4k | 116.06 |
| 2019-12-31 | $949k | 6.4k | 147.68 |
| 2019-09-30 | $777k | 6.1k | 126.36 |
| 2019-06-30 | $493k | 3.6k | 136.30 |
| 2019-03-31 | $399k | 2.9k | 135.39 |
| 2018-12-31 | $245k | 1.9k | 126.94 |
| 2018-09-30 | $170k | 1.1k | 152.74 |
| 2018-06-30 | $18k | 129 | 139.53 |
More positions owned by Amerivest Investment Management
View all positions for Amerivest Investment Management