Caterpillar shares owned by Laurel Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Laurel Wealth Advisors
from 13F filings
Historical chart of Laurel Wealth Advisors investment in Caterpillar
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All positions including Caterpillar held by Laurel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Laurel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $1.8M | 7.7k | 239.57 |
| 2022-09-30 | $1.1M | 6.8k | 164.03 |
| 2022-06-30 | $1.2M | 6.7k | 178.74 |
| 2022-03-31 | $1.2M | 5.6k | 222.96 |
| 2021-12-31 | $1.6M | 7.6k | 206.65 |
| 2021-09-30 | $932k | 4.9k | 192.01 |
| 2021-06-30 | $811k | 3.7k | 217.54 |
| 2021-03-31 | $779k | 3.4k | 231.85 |
| 2020-12-31 | $614k | 3.4k | 181.87 |
| 2020-09-30 | $554k | 3.7k | 149.17 |
| 2020-06-30 | $508k | 4.0k | 126.71 |
| 2020-03-31 | $460k | 4.0k | 116.02 |
| 2019-12-31 | $494k | 3.3k | 147.64 |
| 2019-09-30 | $511k | 4.0k | 126.49 |
| 2019-06-30 | $427k | 3.1k | 136.20 |
| 2019-03-31 | $401k | 3.0k | 135.38 |
| 2018-12-31 | $318k | 2.5k | 126.90 |
| 2018-09-30 | $569k | 3.7k | 152.51 |
| 2018-06-30 | $358k | 2.6k | 135.50 |
| 2018-03-31 | $426k | 2.9k | 147.25 |
| 2017-12-31 | $477k | 3.0k | 157.58 |
| 2017-09-30 | $385k | 3.1k | 124.60 |
| 2017-06-30 | $325k | 3.0k | 107.19 |
| 2017-03-31 | $217k | 2.3k | 92.38 |
| 2016-12-31 | $241k | 2.6k | 92.73 |
| 2016-09-30 | $216k | 2.4k | 88.71 |