Caterpillar shares owned by Elite Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Elite Wealth Management
from 13F filings
Historical chart of Elite Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Elite Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.8M | 2.6k | 708.46 |
| 2018-12-31 | $253k | 2.0k | 127.07 |
| 2018-09-30 | $304k | 2.0k | 152.69 |
| 2018-06-30 | $270k | 2.0k | 135.61 |
| 2018-03-31 | $323k | 2.2k | 147.42 |
| 2017-12-31 | $345k | 2.2k | 157.46 |
| 2016-09-30 | $78k | 883 | 88.34 |
| 2014-09-30 | $157k | 1.6k | 99.18 |
| 2014-06-30 | $172k | 1.6k | 108.65 |
| 2014-03-31 | $166k | 1.7k | 99.46 |
| 2013-12-31 | $166k | 1.7k | 99.46 |
| 2013-09-30 | $2.5M | 27k | 90.80 |
| 2013-06-30 | $132k | 1.6k | 83.39 |
| 2013-03-31 | $16k | 200 | 80.00 |
| 2012-12-31 | $25k | 292 | 85.62 |
| 2012-09-30 | $26k | 292 | 89.04 |