Caterpillar shares owned by Meridian Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Meridian Wealth Advisors
from 13F filings
Historical chart of Meridian Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Meridian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $372k | 1.0k | 366.43 |
| 2023-12-31 | $293k | 992 | 295.67 |
| 2023-09-30 | $273k | 1.0k | 273.00 |
| 2023-06-30 | $244k | 992 | 246.05 |
| 2023-03-31 | $227k | 992 | 228.84 |
| 2022-12-31 | $238k | 992 | 239.56 |
| 2022-06-30 | $215k | 1.2k | 178.87 |
| 2022-03-31 | $270k | 1.2k | 222.77 |
| 2021-12-31 | $220k | 1.1k | 207.16 |
| 2021-09-30 | $229k | 1.2k | 191.79 |
| 2021-06-30 | $245k | 1.1k | 217.97 |
| 2021-03-31 | $268k | 1.2k | 232.03 |
| 2018-12-31 | $161k | 1.3k | 127.27 |