Caterpillar shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.8M | 5.0k | 362.78 |
| 2024-09-30 | $1.9M | 5.0k | 391.15 |
| 2024-06-30 | $1.6M | 4.9k | 333.12 |
| 2024-03-31 | $1.7M | 4.8k | 366.43 |
| 2023-12-31 | $1.5M | 5.1k | 295.65 |
| 2023-09-30 | $1.4M | 5.1k | 273.02 |
| 2023-06-30 | $1.3M | 5.2k | 246.04 |
| 2023-03-31 | $1.2M | 5.1k | 228.83 |
| 2022-12-31 | $1.2M | 5.2k | 239.57 |
| 2022-09-30 | $866k | 5.3k | 164.14 |
| 2022-06-30 | $944k | 5.3k | 178.69 |
| 2022-03-31 | $1.2M | 5.3k | 222.79 |
| 2021-12-31 | $1.1M | 5.2k | 206.67 |
| 2021-09-30 | $1.0M | 5.2k | 192.00 |
| 2021-06-30 | $1.2M | 5.4k | 217.72 |
| 2021-03-31 | $1.2M | 5.2k | 231.88 |
| 2020-12-31 | $940k | 5.2k | 182.03 |
| 2020-09-30 | $781k | 5.2k | 149.13 |
| 2020-06-30 | $816k | 6.5k | 126.45 |
| 2020-03-31 | $745k | 6.4k | 116.06 |
| 2019-12-31 | $973k | 973 | 1000.00 |
| 2019-09-30 | $847k | 6.7k | 126.34 |
| 2019-06-30 | $1.0M | 7.5k | 136.34 |
| 2019-03-31 | $881k | 6.5k | 135.75 |
| 2017-12-31 | $993k | 6.3k | 157.59 |
| 2017-06-30 | $661k | 6.1k | 107.90 |
More positions owned by Institute For Wealth Management
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