Caterpillar shares owned by Gerber Kawasaki Wealth & Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Gerber Kawasaki Wealth & Investment Management
from 13F filings
Historical chart of Gerber Kawasaki Wealth & Investment Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Gerber Kawasaki Wealth & Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $440k | 1.3k | 333.12 |
| 2024-03-31 | $484k | 1.3k | 366.68 |
| 2023-09-30 | $444k | 1.6k | 273.04 |
| 2023-06-30 | $343k | 1.4k | 246.07 |
| 2023-03-31 | $320k | 1.4k | 228.84 |
| 2022-12-31 | $333k | 1.4k | 239.56 |
| 2022-09-30 | $233k | 1.4k | 163.85 |
| 2022-06-30 | $228k | 1.3k | 178.54 |
| 2022-03-31 | $262k | 1.2k | 222.60 |
| 2021-12-31 | $282k | 1.4k | 206.44 |
| 2021-09-30 | $281k | 1.5k | 191.68 |
| 2021-06-30 | $255k | 1.2k | 217.39 |
| 2021-03-31 | $250k | 1.1k | 231.05 |
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