Caterpillar shares owned by Parcion Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Parcion Private Wealth
from 13F filings
Historical chart of Parcion Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Parcion Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.7M | 20k | 391.17 |
| 2024-06-30 | $5.4M | 16k | 333.17 |
| 2024-03-31 | $6.1M | 17k | 366.50 |
| 2023-12-31 | $5.1M | 17k | 295.66 |
| 2023-09-30 | $4.7M | 17k | 273.00 |
| 2023-06-30 | $4.2M | 17k | 246.05 |
| 2023-03-31 | $3.8M | 17k | 228.84 |
| 2022-12-31 | $3.7M | 16k | 239.57 |
| 2022-09-30 | $2.6M | 16k | 164.08 |
| 2022-06-30 | $2.7M | 15k | 178.62 |
| 2022-03-31 | $659k | 3.0k | 222.95 |
| 2021-12-31 | $663k | 2.9k | 228.85 |
| 2021-09-30 | $847k | 4.3k | 199.01 |
| 2021-06-30 | $951k | 4.4k | 217.52 |
| 2021-03-31 | $967k | 4.2k | 231.78 |
| 2020-12-31 | $773k | 4.2k | 181.97 |
| 2020-09-30 | $626k | 4.2k | 150.05 |
| 2020-06-30 | $682k | 5.3k | 129.36 |
| 2020-03-31 | $629k | 5.4k | 116.05 |
| 2019-12-31 | $800k | 5.4k | 147.60 |