Caterpillar shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $355k | 1.2k | 295.85 |
| 2023-09-30 | $240k | 878 | 273.12 |
| 2023-06-30 | $854k | 3.5k | 246.08 |
| 2023-03-31 | $47k | 203 | 229.50 |
| 2022-12-31 | $48k | 199 | 241.21 |
| 2022-09-30 | $36k | 219 | 164.38 |
| 2022-06-30 | $39k | 218 | 178.90 |
| 2022-03-31 | $48k | 217 | 221.20 |
| 2021-12-31 | $45k | 215 | 209.30 |
| 2021-09-30 | $41k | 214 | 191.59 |
| 2021-06-30 | $46k | 213 | 215.96 |
| 2021-03-31 | $49k | 212 | 231.13 |
| 2020-12-31 | $17k | 92 | 184.78 |
| 2020-09-30 | $14k | 92 | 152.17 |
| 2020-06-30 | $5.0k | 41 | 121.95 |
| 2020-03-31 | $5.0k | 41 | 121.95 |
| 2019-12-31 | $37k | 250 | 148.00 |
| 2019-09-30 | $31k | 247 | 125.51 |
| 2019-06-30 | $51k | 372 | 137.10 |
| 2019-03-31 | $46k | 337 | 136.50 |
| 2018-12-31 | $45k | 329 | 136.78 |
| 2018-09-30 | $79k | 547 | 144.42 |
| 2018-06-30 | $50k | 365 | 136.99 |
| 2018-03-31 | $25k | 165 | 151.52 |
| 2017-12-31 | $41k | 240 | 170.83 |
| 2017-09-30 | $30k | 240 | 125.00 |
| 2017-06-30 | $18k | 165 | 109.09 |
| 2017-03-31 | $53k | 554 | 95.67 |
| 2016-12-31 | $16k | 174 | 91.95 |
| 2014-06-30 | $217k | 2.0k | 108.50 |
| 2013-06-30 | $165k | 2.0k | 82.50 |
| 2012-12-31 | $179k | 2.0k | 89.50 |
More positions owned by Baystate Wealth Management
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