Caterpillar shares owned by Loveless Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Loveless Wealth Management
from 13F filings
Historical chart of Loveless Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Loveless Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $3.1M | 17k | 178.75 |
| 2022-03-31 | $3.9M | 18k | 222.83 |
| 2021-12-31 | $3.6M | 18k | 206.76 |
| 2021-09-30 | $3.4M | 18k | 191.98 |
| 2021-06-30 | $3.9M | 18k | 217.62 |
| 2021-03-31 | $4.3M | 19k | 231.89 |
| 2020-12-31 | $3.4M | 19k | 182.00 |
| 2020-09-30 | $2.9M | 19k | 149.17 |
| 2020-06-30 | $2.5M | 20k | 126.52 |
| 2020-03-31 | $2.3M | 20k | 116.02 |
| 2019-12-31 | $2.9M | 19k | 148.47 |
More positions owned by Loveless Wealth Management
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