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Caterpillar shares owned by CWM

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

Historical chart of CWM investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $30M 78k 391.11
2024-06-30 $23M 70k 333.09
2024-03-31 $20M 55k 366.43
2023-12-31 $14M 48k 295.66
2023-09-30 $9.8M 36k 273.00
2023-06-30 $5.0M 20k 246.07
2023-03-31 $4.6M 20k 228.83
2022-12-31 $4.4M 18k 239.55
2022-09-30 $2.4M 15k 164.07
2022-06-30 $3.0M 17k 178.79
2022-03-31 $3.4M 15k 222.83
2021-12-31 $3.0M 15k 206.71
2021-06-30 $2.4M 11k 217.58
2021-03-31 $2.4M 10k 231.89
2020-12-31 $2.4M 11k 217.58
2020-09-30 $2.4M 11k 217.58
2020-06-30 $845k 6.7k 126.53
2020-03-31 $2.4M 11k 217.58
2019-12-31 $2.4M 11k 217.58
2019-09-30 $2.4M 11k 217.58
2019-06-30 $830k 6.1k 136.36
2019-03-31 $353k 2.6k 135.30
2018-12-31 $356k 2.8k 127.05
2018-09-30 $306k 2.0k 152.62
2018-06-30 $240k 1.8k 135.82
2018-03-31 $238k 1.6k 147.64
2017-12-31 $254k 1.6k 157.57
2017-09-30 $207k 1.7k 124.70
2017-06-30 $184k 1.7k 107.60
2017-03-31 $166k 1.8k 92.95
2016-12-31 $308k 3.3k 92.88
2016-09-30 $246k 2.8k 88.68
2016-06-30 $195k 2.6k 75.76
2016-03-31 $66k 866 76.21
2015-12-31 $5.1M 76k 67.96
2015-09-30 $4.8M 73k 65.35
2015-06-30 $12M 143k 84.82
2013-12-31 $75k 827 90.69
2013-09-30 $786k 9.4k 83.37