Caterpillar shares owned by Doyle Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Doyle Wealth Management
from 13F filings
Historical chart of Doyle Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Doyle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Doyle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $273k | 1.7k | 163.96 |
| 2022-06-30 | $283k | 1.6k | 178.55 |
| 2022-03-31 | $348k | 1.6k | 222.93 |
| 2021-12-31 | $324k | 1.6k | 207.03 |
| 2021-09-30 | $300k | 1.6k | 191.69 |
| 2021-06-30 | $275k | 1.3k | 217.39 |
| 2021-03-31 | $293k | 1.3k | 231.80 |
| 2020-12-31 | $281k | 1.5k | 181.99 |
| 2020-09-30 | $230k | 1.5k | 148.96 |
| 2019-12-31 | $203k | 1.4k | 147.96 |
| 2019-06-30 | $189k | 1.4k | 136.27 |
| 2019-03-31 | $208k | 1.6k | 131.15 |
| 2018-12-31 | $309k | 2.4k | 126.90 |