Caterpillar shares owned by MinichMacGregor Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by MinichMacGregor Wealth Management
from 13F filings
Historical chart of MinichMacGregor Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by MinichMacGregor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $480k | 1.2k | 391.07 |
| 2024-06-30 | $399k | 1.2k | 333.18 |
| 2024-03-31 | $417k | 1.1k | 363.72 |
| 2023-12-31 | $308k | 1.0k | 295.77 |
| 2023-09-30 | $260k | 953 | 273.03 |
| 2022-12-31 | $181k | 757 | 239.63 |
| 2018-12-31 | $312k | 2.5k | 124.75 |
| 2018-09-30 | $169k | 1.1k | 151.57 |
| 2018-06-30 | $152k | 1.1k | 136.20 |
| 2018-03-31 | $164k | 1.1k | 147.35 |
| 2017-12-31 | $175k | 1.1k | 156.95 |
| 2017-09-30 | $136k | 1.1k | 123.97 |
| 2017-06-30 | $166k | 1.6k | 107.03 |
| 2017-03-31 | $143k | 1.5k | 92.68 |
| 2016-12-31 | $126k | 1.4k | 92.38 |
| 2016-09-30 | $145k | 1.6k | 88.74 |
| 2016-06-30 | $123k | 1.6k | 75.65 |
| 2016-03-31 | $123k | 1.6k | 76.21 |
| 2015-12-31 | $134k | 1.6k | 85.19 |
More positions owned by MinichMacGregor Wealth Management
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