Caterpillar shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 3.1k | 391.12 |
| 2024-06-30 | $1.0M | 3.1k | 333.10 |
| 2024-03-31 | $1.1M | 3.1k | 366.43 |
| 2023-12-31 | $931k | 3.2k | 295.67 |
| 2023-09-30 | $860k | 3.2k | 273.00 |
| 2023-06-30 | $773k | 3.1k | 246.05 |
| 2023-03-31 | $730k | 3.2k | 228.84 |
| 2022-12-31 | $815k | 3.4k | 239.56 |
| 2022-09-30 | $607k | 3.7k | 164.05 |
| 2022-06-30 | $661k | 3.7k | 178.65 |
| 2022-03-31 | $758k | 3.4k | 222.94 |
| 2021-12-31 | $703k | 3.4k | 206.76 |
| 2021-09-30 | $653k | 3.4k | 192.06 |
| 2021-06-30 | $740k | 3.4k | 217.65 |
| 2021-03-31 | $788k | 3.4k | 231.76 |
| 2020-12-31 | $619k | 3.4k | 182.06 |
| 2020-09-30 | $507k | 3.4k | 149.12 |
| 2020-06-30 | $367k | 2.9k | 126.55 |
| 2020-03-31 | $340k | 2.9k | 116.04 |
| 2019-12-31 | $433k | 2.9k | 147.78 |
| 2019-09-30 | $366k | 2.9k | 126.21 |
| 2019-06-30 | $395k | 2.9k | 136.21 |
| 2019-03-31 | $393k | 2.9k | 135.52 |
| 2018-12-31 | $369k | 2.9k | 127.24 |
| 2018-09-30 | $442k | 2.9k | 152.41 |
| 2018-06-30 | $393k | 2.9k | 135.52 |
| 2018-03-31 | $427k | 2.9k | 147.24 |
| 2017-12-31 | $457k | 2.9k | 157.59 |
| 2017-09-30 | $399k | 3.2k | 124.69 |
| 2017-06-30 | $344k | 3.2k | 107.50 |
| 2017-03-31 | $297k | 3.2k | 92.81 |
| 2016-12-31 | $297k | 3.2k | 92.81 |
More positions owned by Concentric Wealth Management
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