Caterpillar shares owned by Pacific Wealth Strategies Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Pacific Wealth Strategies Group
from 13F filings
Historical chart of Pacific Wealth Strategies Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Pacific Wealth Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 5.8k | 391.12 |
| 2024-06-30 | $1.9M | 5.7k | 333.10 |
| 2024-03-31 | $2.1M | 5.7k | 366.43 |
| 2023-12-31 | $1.6M | 5.5k | 295.67 |
| 2023-09-30 | $1.6M | 5.9k | 272.99 |
| 2023-06-30 | $1.2M | 4.8k | 246.05 |
| 2023-03-31 | $1.0M | 4.5k | 228.85 |
| 2022-12-31 | $945k | 3.9k | 239.59 |
| 2022-09-30 | $614k | 3.7k | 163.95 |
| 2022-06-30 | $650k | 3.6k | 178.72 |
| 2022-03-31 | $2.5M | 11k | 222.82 |
| 2021-12-31 | $2.8M | 14k | 206.71 |
| 2021-09-30 | $2.6M | 13k | 191.94 |
| 2021-06-30 | $2.9M | 13k | 217.65 |
| 2021-03-31 | $3.0M | 13k | 231.86 |
| 2020-12-31 | $2.3M | 12k | 194.28 |
| 2020-09-30 | $1.4M | 9.1k | 149.11 |
| 2020-06-30 | $1.1M | 8.8k | 126.51 |
| 2020-03-31 | $997k | 8.6k | 116.02 |
| 2019-12-31 | $1.3M | 8.7k | 147.68 |
| 2019-09-30 | $1.1M | 8.6k | 126.35 |
| 2019-06-30 | $1.2M | 8.5k | 136.26 |
| 2019-03-31 | $1.1M | 8.5k | 135.44 |
| 2018-12-31 | $1.1M | 8.5k | 127.09 |
| 2018-09-30 | $1.2M | 8.1k | 152.45 |
| 2018-06-30 | $1.0M | 7.6k | 135.62 |
| 2018-03-31 | $1.2M | 8.2k | 147.40 |
| 2017-12-31 | $1.7M | 11k | 157.61 |
| 2017-09-30 | $1.1M | 9.0k | 124.72 |
| 2017-06-30 | $920k | 8.6k | 107.41 |
| 2017-03-31 | $639k | 6.9k | 92.73 |
| 2016-12-31 | $420k | 4.5k | 92.67 |
More positions owned by Pacific Wealth Strategies Group
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