Caterpillar shares owned by CWM Advisors
Historical chart of CWM Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 50k | 295.67 |
| 2023-09-30 | $14M | 51k | 273.00 |
| 2023-06-30 | $1.1M | 4.4k | 246.06 |
| 2023-03-31 | $451k | 2.0k | 228.78 |
| 2022-12-31 | $440k | 1.8k | 239.58 |
| 2022-09-30 | $361k | 2.2k | 164.24 |
| 2022-06-30 | $367k | 2.1k | 178.50 |
| 2022-03-31 | $1.9M | 8.4k | 222.82 |
| 2021-12-31 | $1.2M | 5.6k | 206.77 |
| 2021-09-30 | $1.7M | 9.0k | 191.96 |
| 2021-06-30 | $9.1M | 42k | 217.64 |
| 2021-03-31 | $8.9M | 38k | 231.86 |
| 2020-12-31 | $4.0M | 22k | 182.04 |
| 2020-09-30 | $3.5M | 23k | 149.16 |
| 2020-06-30 | $2.5M | 20k | 126.48 |
| 2020-03-31 | $1.3M | 11k | 116.00 |
| 2019-12-31 | $1.8M | 12k | 147.69 |
| 2019-09-30 | $1.6M | 13k | 126.31 |
| 2019-06-30 | $1.4M | 10k | 136.30 |
| 2019-03-31 | $1.4M | 10k | 135.46 |
| 2017-12-31 | $1.0k | 6 | 166.67 |