Caterpillar shares owned by KWMG
Historical chart of KWMG investment in Caterpillar
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All positions including Caterpillar held by KWMG consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by KWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $240k | 503 | 477.15 |
| 2019-03-31 | $68k | 500 | 136.00 |
| 2018-12-31 | $64k | 500 | 128.00 |
| 2018-09-30 | $76k | 500 | 152.00 |
| 2018-06-30 | $68k | 500 | 136.00 |
| 2016-12-31 | $2.1M | 22k | 92.75 |
| 2016-09-30 | $2.1M | 24k | 88.76 |
| 2016-06-30 | $1.7M | 23k | 75.82 |
| 2016-03-31 | $1.7M | 22k | 76.53 |
| 2015-12-31 | $1.4M | 21k | 67.95 |
| 2015-09-30 | $1.3M | 19k | 65.35 |
| 2015-06-30 | $1.5M | 18k | 84.80 |
| 2015-03-31 | $1.5M | 17k | 87.31 |
| 2014-12-31 | $883k | 10k | 84.72 |