Caterpillar shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 12k | 391.13 |
| 2024-06-30 | $4.0M | 12k | 333.12 |
| 2024-03-31 | $4.2M | 12k | 366.43 |
| 2023-12-31 | $3.4M | 12k | 295.67 |
| 2023-09-30 | $3.0M | 11k | 273.00 |
| 2023-06-30 | $2.5M | 10k | 246.05 |
| 2023-03-31 | $2.3M | 9.9k | 228.84 |
| 2022-06-30 | $120k | 670 | 179.10 |
| 2022-03-31 | $165k | 740 | 222.97 |
| 2021-12-31 | $159k | 770 | 206.49 |
| 2021-09-30 | $155k | 810 | 191.36 |
| 2021-06-30 | $159k | 730 | 217.81 |
| 2021-03-31 | $169k | 730 | 231.51 |
| 2020-12-31 | $143k | 788 | 181.47 |
| 2020-09-30 | $117k | 786 | 148.86 |
| 2020-06-30 | $108k | 853 | 126.61 |
| 2020-03-31 | $103k | 887 | 116.12 |
| 2019-12-31 | $123k | 831 | 148.01 |
| 2019-09-30 | $107k | 849 | 126.03 |
| 2019-06-30 | $121k | 890 | 135.96 |
| 2019-03-31 | $221k | 1.6k | 135.42 |
| 2018-12-31 | $353k | 2.8k | 127.07 |
More positions owned by Global Wealth Management Investment Advisory
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