Caterpillar shares owned by Kingsview Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kingsview Wealth Management
from 13F filings
Historical chart of Kingsview Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Kingsview Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.6M | 12k | 391.12 |
| 2024-06-30 | $3.9M | 12k | 333.10 |
| 2024-03-31 | $4.4M | 12k | 366.44 |
| 2023-12-31 | $3.6M | 12k | 295.67 |
| 2023-09-30 | $3.7M | 14k | 273.00 |
| 2023-06-30 | $3.3M | 13k | 246.04 |
| 2023-03-31 | $2.7M | 12k | 228.83 |
| 2022-12-31 | $3.0M | 13k | 239.56 |
| 2022-09-30 | $2.1M | 13k | 164.05 |
| 2022-06-30 | $2.1M | 12k | 178.80 |
| 2022-03-31 | $2.7M | 12k | 222.82 |
| 2021-12-31 | $2.2M | 11k | 206.79 |
| 2021-09-30 | $1.7M | 8.9k | 191.98 |
| 2021-06-30 | $2.1M | 9.8k | 216.69 |
| 2021-03-31 | $1.5M | 6.3k | 232.81 |
| 2020-12-31 | $1.1M | 6.2k | 181.93 |
| 2020-09-30 | $763k | 5.1k | 149.20 |
| 2020-06-30 | $768k | 6.1k | 126.48 |
| 2020-03-31 | $20k | 7.9k | 2.50 |
| 2019-12-31 | $1.3M | 8.4k | 157.59 |
| 2019-09-30 | $642k | 5.1k | 126.38 |
| 2019-06-30 | $706k | 5.2k | 136.21 |
| 2019-03-31 | $702k | 5.2k | 135.41 |
| 2018-12-31 | $532k | 4.2k | 127.18 |
| 2018-09-30 | $1.7M | 11k | 152.46 |
| 2018-06-30 | $1.6M | 12k | 135.68 |
| 2018-03-31 | $1.1M | 7.8k | 147.37 |
| 2017-12-31 | $1.3M | 8.4k | 157.59 |
| 2017-09-30 | $430k | 3.4k | 124.64 |
| 2017-06-30 | $342k | 3.2k | 107.50 |
More positions owned by Kingsview Wealth Management
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