Caterpillar shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Caterpillar
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All positions including Caterpillar held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.0M | 6.7k | 295.68 |
2023-09-30 | $2.1M | 7.6k | 273.02 |
2023-06-30 | $1.4M | 5.5k | 246.07 |
2023-03-31 | $1.2M | 5.3k | 228.85 |
2022-12-31 | $1.1M | 4.7k | 239.57 |
2022-09-30 | $820k | 5.0k | 164.00 |
2022-06-30 | $678k | 3.8k | 178.89 |
2022-03-31 | $768k | 3.4k | 222.93 |
2021-12-31 | $901k | 4.4k | 206.70 |
2021-09-30 | $843k | 4.4k | 192.07 |
2021-06-30 | $814k | 3.7k | 217.71 |
2021-03-31 | $870k | 3.8k | 231.94 |
2020-12-31 | $688k | 3.8k | 182.11 |
2020-09-30 | $392k | 2.6k | 149.05 |
2020-06-30 | $364k | 2.9k | 126.52 |
2020-03-31 | $385k | 3.3k | 116.17 |
2019-12-31 | $462k | 3.1k | 147.79 |
2019-09-30 | $250k | 2.0k | 126.20 |
2019-06-30 | $275k | 2.0k | 136.34 |
2019-03-31 | $293k | 2.2k | 135.59 |
2018-12-31 | $209k | 1.6k | 127.05 |
2018-09-30 | $258k | 1.7k | 152.57 |
2018-06-30 | $229k | 1.7k | 135.66 |
2018-03-31 | $240k | 1.0k | 233.46 |
2017-12-31 | $256k | 1.6k | 157.44 |
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