Caterpillar shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.3M | 6.0k | 388.19 |
| 2025-03-31 | $2.0M | 6.2k | 329.78 |
| 2024-12-31 | $2.2M | 6.0k | 362.73 |
| 2024-09-30 | $2.3M | 6.0k | 391.15 |
| 2024-06-30 | $2.0M | 6.0k | 333.12 |
| 2024-03-31 | $2.2M | 6.0k | 366.44 |
| 2023-12-31 | $1.8M | 6.0k | 295.67 |
| 2023-09-30 | $1.6M | 6.0k | 273.00 |
| 2023-06-30 | $1.5M | 6.0k | 246.04 |
| 2023-03-31 | $1.4M | 6.0k | 228.83 |
| 2022-12-31 | $1.5M | 6.1k | 239.54 |
| 2022-09-30 | $1.0M | 6.1k | 164.14 |
| 2022-06-30 | $1.1M | 6.0k | 178.77 |
| 2022-03-31 | $1.3M | 6.0k | 222.80 |
| 2021-12-31 | $1.2M | 6.0k | 206.68 |
| 2021-09-30 | $1.1M | 5.9k | 192.04 |
| 2021-06-30 | $1.3M | 5.8k | 217.66 |
| 2021-03-31 | $1.3M | 5.8k | 231.93 |
| 2020-12-31 | $1.0M | 5.6k | 182.01 |
| 2020-09-30 | $873k | 5.9k | 149.15 |
| 2020-06-30 | $841k | 6.7k | 126.43 |
| 2020-03-31 | $766k | 6.6k | 115.99 |
| 2019-12-31 | $949k | 6.4k | 147.66 |
| 2019-09-30 | $812k | 6.4k | 126.34 |
| 2019-06-30 | $831k | 6.9k | 120.84 |
| 2019-03-31 | $936k | 6.9k | 135.55 |
More positions owned by Keudell/Morrison Wealth Management
View all positions for Keudell/Morrison Wealth Management