Caterpillar shares owned by LBA Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by LBA Wealth Management
from 13F filings
Historical chart of LBA Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by LBA Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-03-31 | $11k | 123 | 89.43 |
| 2016-12-31 | $11k | 123 | 89.43 |
| 2016-09-30 | $16k | 183 | 87.43 |
| 2016-06-30 | $14k | 183 | 76.50 |
| 2016-03-31 | $14k | 183 | 76.50 |
| 2015-12-31 | $17k | 243 | 69.96 |
| 2015-09-30 | $16k | 243 | 65.84 |
| 2015-06-30 | $10k | 123 | 81.30 |
| 2015-03-31 | $10k | 123 | 81.30 |
| 2014-12-31 | $11k | 123 | 89.43 |
| 2014-09-30 | $27k | 277 | 97.47 |
| 2014-06-30 | $13k | 123 | 105.69 |
| 2014-03-31 | $12k | 123 | 97.56 |
| 2013-12-31 | $10k | 110 | 90.91 |