Caterpillar shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.1M | 18k | 391.13 |
| 2024-06-30 | $3.9M | 12k | 333.09 |
| 2024-03-31 | $3.8M | 11k | 366.42 |
| 2023-12-31 | $2.6M | 8.9k | 295.68 |
| 2023-09-30 | $2.3M | 8.5k | 272.99 |
| 2023-06-30 | $2.1M | 5.8k | 359.02 |
| 2023-03-31 | $347k | 7.6k | 45.75 |
| 2022-12-31 | $1.4M | 5.7k | 239.54 |
| 2022-06-30 | $1.0M | 5.8k | 178.73 |
| 2022-03-31 | $1.2M | 5.5k | 222.80 |
| 2021-12-31 | $1.1M | 5.4k | 206.74 |
| 2021-09-30 | $858k | 29k | 30.12 |
| 2021-06-30 | $978k | 4.5k | 217.72 |
| 2021-03-31 | $955k | 4.1k | 231.97 |
| 2020-12-31 | $673k | 3.7k | 182.09 |
| 2020-09-30 | $448k | 3.0k | 149.28 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $323k | 2.8k | 116.19 |
| 2019-12-31 | $1.6M | 11k | 147.65 |
| 2019-09-30 | $1.1M | 8.7k | 126.36 |
| 2019-06-30 | $1.2M | 8.6k | 136.31 |
| 2019-03-31 | $1.2M | 8.8k | 135.48 |
| 2018-12-31 | $1.2M | 9.5k | 127.10 |
| 2018-09-30 | $483k | 3.2k | 152.41 |
| 2015-12-31 | $245k | 3.6k | 67.98 |
| 2015-09-30 | $246k | 3.8k | 65.36 |
| 2015-06-30 | $381k | 4.5k | 84.82 |
| 2015-03-31 | $395k | 4.9k | 80.02 |
| 2014-12-31 | $702k | 7.7k | 91.55 |
| 2014-09-30 | $693k | 7.0k | 99.04 |
| 2014-06-30 | $790k | 7.3k | 108.67 |
| 2014-03-31 | $696k | 7.0k | 99.30 |
| 2013-12-31 | $705k | 7.8k | 90.83 |
| 2013-09-30 | $625k | 7.5k | 83.44 |
| 2013-06-30 | $720k | 8.7k | 82.47 |
| 2013-03-31 | $800k | 9.2k | 86.95 |
| 2012-09-30 | $830k | 9.6k | 86.09 |
| 2012-06-30 | $816k | 9.6k | 84.87 |
| 2012-03-31 | $718k | 6.7k | 106.50 |