Bogart Wealth »

Caterpillar shares owned by Bogart Wealth

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 37k 391.12
2024-06-30 $13M 40k 333.10
2024-03-31 $15M 40k 366.43
2023-12-31 $13M 45k 295.67
2023-09-30 $13M 47k 273.00
2023-06-30 $12M 48k 246.05
2023-03-31 $11M 47k 228.84
2022-12-31 $11M 45k 239.56
2022-09-30 $8.2M 50k 164.08
2022-06-30 $7.5M 42k 178.76
2022-03-31 $7.8M 35k 222.82
2021-12-31 $6.3M 31k 206.74
2021-09-30 $5.5M 29k 191.99
2021-06-30 $5.2M 24k 217.61
2021-03-31 $4.9M 21k 231.85
2020-12-31 $3.9M 21k 182.00
2020-09-30 $3.0M 20k 149.15
2020-06-30 $2.6M 21k 126.50
2020-03-31 $2.4M 21k 116.04
2019-12-31 $3.1M 21k 147.70
2019-09-30 $2.6M 20k 126.29
2019-06-30 $2.7M 20k 136.26
2019-03-31 $2.4M 18k 135.45
2018-12-31 $2.1M 17k 127.01
2018-09-30 $2.4M 16k 152.49
2018-06-30 $2.1M 15k 135.63
2018-03-31 $2.3M 15k 148.11
2017-12-31 $2.3M 15k 157.61
2017-09-30 $1.8M 14k 126.85
2017-06-30 $1.5M 14k 107.45
2017-03-31 $931k 10k 92.79