Caterpillar shares owned by Laidlaw Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Laidlaw Wealth Management
from 13F filings
Historical chart of Laidlaw Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Laidlaw Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Laidlaw Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $344k | 1.2k | 295.68 |
2023-06-30 | $325k | 1.3k | 246.01 |
2023-03-31 | $323k | 1.4k | 228.78 |
2022-12-31 | $354k | 1.5k | 239.57 |
2022-09-30 | $304k | 1.9k | 164.32 |
2022-06-30 | $299k | 1.7k | 178.61 |
2022-03-31 | $432k | 1.9k | 222.68 |
2021-12-31 | $1.1M | 5.1k | 206.85 |
2020-12-31 | $1.2M | 6.7k | 182.03 |