Caterpillar shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $62M | 209k | 295.67 |
| 2023-09-30 | $53M | 196k | 273.00 |
| 2023-06-30 | $48M | 194k | 246.05 |
| 2023-03-31 | $43M | 188k | 228.79 |
| 2022-12-31 | $45M | 189k | 239.56 |
| 2022-09-30 | $25M | 151k | 164.08 |
| 2022-06-30 | $24M | 135k | 178.76 |
| 2022-03-31 | $23M | 103k | 222.83 |
| 2021-12-31 | $10M | 49k | 206.73 |
| 2021-09-30 | $8.3M | 43k | 191.97 |
| 2021-06-30 | $8.1M | 37k | 217.62 |
| 2021-03-31 | $7.7M | 33k | 231.88 |
| 2020-12-31 | $5.8M | 32k | 182.03 |
| 2020-09-30 | $4.4M | 29k | 149.14 |
| 2020-06-30 | $3.9M | 31k | 126.50 |
| 2020-03-31 | $3.9M | 34k | 115.84 |
| 2019-12-31 | $4.8M | 33k | 147.69 |
| 2019-09-30 | $4.1M | 33k | 126.32 |
| 2019-06-30 | $4.7M | 34k | 136.29 |
| 2019-03-31 | $4.7M | 35k | 135.49 |
| 2018-12-31 | $3.5M | 27k | 127.31 |
| 2018-09-30 | $4.0M | 26k | 152.48 |
| 2018-06-30 | $3.7M | 27k | 135.66 |
| 2018-03-31 | $2.3M | 16k | 147.36 |
| 2017-12-31 | $2.3M | 14k | 157.63 |
| 2017-09-30 | $937k | 7.5k | 124.58 |
| 2017-06-30 | $781k | 7.3k | 107.35 |
| 2017-03-31 | $746k | 8.0k | 92.88 |
| 2016-12-31 | $1.3M | 14k | 92.59 |
| 2016-09-30 | $1.5M | 17k | 87.59 |
| 2016-06-30 | $1.1M | 15k | 75.78 |
| 2016-03-31 | $1.4M | 18k | 76.68 |
| 2015-12-31 | $761k | 11k | 68.03 |
| 2015-09-30 | $882k | 14k | 65.35 |
| 2015-06-30 | $1.1M | 13k | 84.73 |
| 2015-03-31 | $927k | 12k | 79.99 |
| 2014-12-31 | $2.4M | 27k | 91.49 |
| 2014-09-30 | $2.0M | 21k | 99.06 |
| 2014-06-30 | $3.1M | 29k | 108.66 |
| 2014-03-31 | $3.0M | 30k | 99.37 |
| 2013-12-31 | $4.2M | 46k | 90.80 |
| 2013-09-30 | $4.1M | 49k | 83.40 |
| 2013-06-30 | $4.2M | 51k | 82.48 |
| 2013-03-31 | $1.2M | 14k | 86.94 |
| 2012-12-31 | $302k | 3.4k | 89.64 |
| 2012-09-30 | $333k | 3.9k | 86.02 |
| 2012-06-30 | $145k | 1.7k | 85.09 |
| 2012-03-31 | $474k | 4.4k | 106.59 |
| 2011-12-31 | $301k | 3.3k | 90.61 |
| 2011-09-30 | $312k | 4.2k | 73.79 |
| 2011-03-31 | $477k | 4.3k | 111.45 |
| 2010-12-31 | $429k | 4.6k | 93.67 |