Caterpillar shares owned by IHT Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 14k | 391.51 |
| 2024-06-30 | $3.6M | 11k | 333.14 |
| 2024-03-31 | $3.8M | 10k | 366.44 |
| 2023-12-31 | $3.2M | 11k | 295.67 |
| 2023-09-30 | $2.9M | 11k | 272.95 |
| 2023-06-30 | $2.5M | 10k | 246.06 |
| 2023-03-31 | $2.0M | 8.6k | 228.85 |
| 2022-12-31 | $2.0M | 8.2k | 239.56 |
| 2022-09-30 | $1.3M | 8.2k | 164.04 |
| 2022-06-30 | $857k | 4.8k | 178.69 |
| 2022-03-31 | $1.1M | 4.9k | 222.79 |
| 2021-12-31 | $980k | 4.7k | 206.71 |
| 2021-09-30 | $859k | 4.5k | 192.08 |
| 2021-06-30 | $1.6M | 7.3k | 217.63 |
| 2021-03-31 | $1.3M | 5.4k | 231.95 |
| 2020-12-31 | $991k | 5.4k | 182.10 |
| 2020-09-30 | $680k | 4.6k | 149.19 |
| 2020-06-30 | $552k | 4.4k | 126.43 |
| 2020-03-31 | $591k | 5.1k | 116.02 |
| 2019-12-31 | $812k | 5.5k | 147.66 |
| 2019-09-30 | $641k | 5.0k | 128.07 |
| 2019-06-30 | $631k | 4.6k | 136.40 |
| 2019-03-31 | $553k | 4.1k | 135.41 |
| 2018-12-31 | $477k | 3.8k | 127.00 |
| 2018-09-30 | $651k | 4.3k | 152.53 |
| 2018-06-30 | $397k | 2.9k | 135.54 |
| 2018-03-31 | $427k | 3.0k | 143.72 |
| 2017-12-31 | $513k | 3.1k | 166.07 |
| 2017-09-30 | $334k | 2.6k | 126.76 |
| 2017-06-30 | $4.0k | 3.5k | 1.14 |
| 2017-03-31 | $228k | 2.4k | 94.45 |
| 2016-12-31 | $228k | 2.4k | 94.14 |