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Caterpillar shares owned by Genovese Burford & Brothers Wealth & Retirement Plan Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Genovese Burford & Brothers Wealth & Retirement Plan Management from 13F filings

Historical chart of Genovese Burford & Brothers Wealth & Retirement Plan Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Genovese Burford & Brothers Wealth & Retirement Plan Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Genovese Burford & Brothers Wealth & Retirement Plan Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $1.0M 5.6k 182.08
2020-09-30 $855k 5.7k 149.14
2020-06-30 $735k 5.8k 126.53
2020-03-31 $673k 5.8k 115.99
2019-12-31 $938k 6.4k 147.72
2019-09-30 $793k 6.3k 126.35
2019-06-30 $704k 5.2k 136.28
2019-03-31 $700k 5.2k 135.50
2018-12-31 $669k 5.3k 127.04
2018-09-30 $757k 5.0k 152.44
2018-06-30 $674k 5.0k 135.72
2018-03-31 $732k 5.0k 147.40
2017-09-30 $623k 5.0k 124.65
2017-06-30 $572k 5.3k 107.42
2017-03-31 $485k 5.2k 92.86
2016-12-31 $489k 489k 1.00
2016-09-30 $463k 5.2k 88.75
2016-06-30 $375k 5.0k 75.73
2016-03-31 $379k 5.0k 76.55
2015-12-31 $336k 5.0k 67.87