Caterpillar shares owned by Lenox Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lenox Wealth Management
from 13F filings
Historical chart of Lenox Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lenox Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $123k | 980 | 125.51 |
| 2020-03-31 | $111k | 959 | 115.75 |
| 2019-12-31 | $140k | 949 | 147.52 |
| 2019-09-30 | $149k | 1.2k | 126.06 |
| 2019-06-30 | $86k | 638 | 134.80 |
| 2019-03-31 | $86k | 638 | 134.80 |
| 2018-12-31 | $87k | 683 | 127.38 |
| 2018-09-30 | $120k | 785 | 152.87 |
| 2018-06-30 | $56k | 415 | 134.94 |
| 2018-03-31 | $59k | 401 | 147.13 |
| 2017-12-31 | $63k | 401 | 157.11 |
| 2017-09-30 | $71k | 573 | 123.91 |
| 2017-06-30 | $62k | 573 | 108.20 |
| 2017-03-31 | $76k | 817 | 93.02 |
| 2016-12-31 | $78k | 841 | 92.75 |
| 2016-09-30 | $37k | 416 | 88.94 |
| 2016-06-30 | $32k | 416 | 76.92 |
| 2016-03-31 | $32k | 416 | 76.92 |
| 2015-12-31 | $25k | 375 | 66.67 |