Caterpillar shares owned by Paulson Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Paulson Wealth Management
from 13F filings
Historical chart of Paulson Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Paulson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Paulson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $824k | 2.1k | 391.12 |
| 2024-06-30 | $701k | 2.1k | 333.10 |
| 2024-03-31 | $744k | 2.0k | 366.43 |
| 2023-09-30 | $705k | 2.6k | 273.00 |
| 2023-06-30 | $521k | 2.1k | 246.05 |
| 2023-03-31 | $376k | 1.6k | 228.84 |
| 2022-12-31 | $382k | 1.6k | 239.56 |
| 2022-06-30 | $217k | 1.2k | 178.60 |
| 2022-03-31 | $271k | 1.2k | 223.05 |
| 2021-12-31 | $256k | 1.2k | 206.45 |
| 2021-09-30 | $229k | 1.2k | 191.63 |
| 2021-06-30 | $217k | 996 | 217.87 |
| 2020-06-30 | $282k | 2.2k | 126.40 |
| 2018-09-30 | $254k | 2.1k | 118.97 |
| 2018-06-30 | $293k | 2.2k | 135.84 |
| 2018-03-31 | $321k | 2.2k | 147.45 |
| 2017-12-31 | $315k | 2.0k | 157.50 |