Caterpillar shares owned by GSB Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by GSB Wealth Management
from 13F filings
Historical chart of GSB Wealth Management investment in Caterpillar
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All positions including Caterpillar held by GSB 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 |
---|---|---|---|
2024-09-30 | $808k | 2.1k | 391.12 |
2024-06-30 | $688k | 2.1k | 333.10 |
2024-03-31 | $756k | 2.1k | 366.44 |
2023-09-30 | $563k | 2.1k | 272.97 |
2023-06-30 | $503k | 2.0k | 246.01 |
2023-03-31 | $239k | 1.0k | 228.90 |
2022-12-31 | $280k | 1.2k | 239.57 |
2022-06-30 | $208k | 1.2k | 178.54 |
2022-03-31 | $259k | 1.2k | 222.51 |
2021-12-31 | $292k | 1.4k | 206.65 |
2021-06-30 | $394k | 1.8k | 217.68 |
2021-03-31 | $1.6M | 7.6k | 213.67 |
2019-12-31 | $301k | 2.0k | 147.88 |
2019-09-30 | $262k | 2.0k | 128.57 |
2018-09-30 | $305k | 2.0k | 152.50 |