Caterpillar shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 5.1k | 391.10 |
| 2024-06-30 | $1.7M | 5.2k | 333.12 |
| 2024-03-31 | $1.9M | 5.2k | 366.44 |
| 2023-09-30 | $1.4M | 4.9k | 273.02 |
| 2023-06-30 | $423k | 1.7k | 246.10 |
| 2023-03-31 | $335k | 1.5k | 228.89 |
| 2022-12-31 | $372k | 1.6k | 239.61 |
| 2022-09-30 | $228k | 1.4k | 164.27 |
| 2022-06-30 | $245k | 1.4k | 178.70 |
| 2022-03-31 | $286k | 1.3k | 222.74 |
| 2021-12-31 | $253k | 1.2k | 207.04 |
| 2021-09-30 | $221k | 1.2k | 191.67 |
| 2021-06-30 | $521k | 2.4k | 217.72 |
| 2021-03-31 | $367k | 1.6k | 232.13 |
| 2014-12-31 | $2.5M | 29k | 87.65 |
| 2014-09-30 | $3.0M | 30k | 99.04 |
| 2014-06-30 | $3.4M | 31k | 110.14 |
| 2014-03-31 | $3.3M | 32k | 102.92 |
| 2013-12-31 | $3.1M | 34k | 89.63 |
| 2013-09-30 | $3.0M | 36k | 84.06 |
| 2013-06-30 | $3.3M | 38k | 86.57 |
| 2013-03-31 | $2.5M | 29k | 84.68 |