Caterpillar shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 37k | 366.43 |
| 2023-12-31 | $10M | 35k | 295.67 |
| 2023-09-30 | $13M | 46k | 273.00 |
| 2023-06-30 | $5.7M | 23k | 246.05 |
| 2023-03-31 | $5.0M | 22k | 228.84 |
| 2022-12-31 | $5.3M | 22k | 239.56 |
| 2022-09-30 | $3.8M | 23k | 164.06 |
| 2022-06-30 | $4.2M | 23k | 178.75 |
| 2022-03-31 | $5.0M | 22k | 222.84 |
| 2021-12-31 | $4.5M | 22k | 206.72 |
| 2021-09-30 | $4.0M | 21k | 191.95 |
| 2021-06-30 | $4.2M | 19k | 217.64 |
| 2021-03-31 | $3.9M | 17k | 231.85 |
| 2020-12-31 | $3.1M | 17k | 182.00 |
| 2020-09-30 | $2.4M | 16k | 149.14 |
| 2020-06-30 | $1.9M | 15k | 126.49 |
| 2020-03-31 | $1.4M | 12k | 115.96 |
| 2019-09-30 | $316k | 2.5k | 126.25 |
| 2019-06-30 | $1.7M | 1.3k | 1362.62 |
| 2019-03-31 | $1.7M | 1.3k | 1355.20 |
| 2018-09-30 | $577k | 3.8k | 152.44 |
| 2018-06-30 | $533k | 3.9k | 135.73 |
| 2018-03-31 | $3.6M | 25k | 147.39 |
| 2017-12-31 | $873k | 6.8k | 127.95 |
| 2017-09-30 | $848k | 6.8k | 124.63 |
| 2017-06-30 | $744k | 6.9k | 107.41 |
| 2017-03-31 | $648k | 7.0k | 92.76 |
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