Caterpillar shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $621k | 1.7k | 362.73 |
| 2024-09-30 | $768k | 2.0k | 391.19 |
| 2024-06-30 | $587k | 1.8k | 333.06 |
| 2024-03-31 | $646k | 1.8k | 366.50 |
| 2023-12-31 | $506k | 1.7k | 295.73 |
| 2023-09-30 | $358k | 1.3k | 273.07 |
| 2023-06-30 | $323k | 1.3k | 246.11 |
| 2023-03-31 | $266k | 1.2k | 228.91 |
| 2022-12-31 | $384k | 1.6k | 239.61 |
| 2022-09-30 | $263k | 1.6k | 164.27 |
| 2022-06-30 | $286k | 1.6k | 178.64 |
| 2022-03-31 | $326k | 1.5k | 223.13 |
| 2021-12-31 | $286k | 1.4k | 207.10 |
| 2021-09-30 | $265k | 1.4k | 191.89 |