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Caterpillar shares owned by Brewin Dolphin Wealth Management

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

Historical chart of Brewin Dolphin Wealth Management investment in Caterpillar

Jan 2018Jul 2018Jan 2019Jul 2019Jan 2020Jul 2020Jan 2021Jul 2021150k200k250k300k1200130014001500
Value ($)Share countHistorical CAT position of Brewin Dolphin Wealth … Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Caterpillar by Brewin Dolphin Wealth Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $284k 1.5k 191.97
2021-06-30 $322k 1.5k 217.63
2021-03-31 $325k 1.4k 231.87
2020-12-31 $218k 1.2k 182.02
2020-09-30 $179k 1.2k 149.15
2020-06-30 $152k 1.2k 126.50
2020-03-31 $139k 1.2k 116.04
2019-12-31 $177k 1.2k 147.68
2019-09-30 $164k 1.3k 126.31
2019-06-30 $164k 1.2k 136.29
2019-03-31 $163k 1.2k 135.49
2018-12-31 $184k 1.5k 127.07
2018-09-30 $201k 1.3k 152.49
2018-06-30 $178k 1.3k 135.67
2018-03-31 $194k 1.3k 147.38
2017-12-31 $207k 1.3k 157.58
2017-09-30 $164k 1.3k 124.71