Caterpillar shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Perigon 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 Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.9M | 23k | 391.11 |
| 2024-06-30 | $7.6M | 23k | 333.10 |
| 2024-03-31 | $8.7M | 24k | 366.43 |
| 2023-12-31 | $6.9M | 23k | 295.67 |
| 2023-09-30 | $6.4M | 24k | 273.00 |
| 2023-06-30 | $5.8M | 24k | 246.05 |
| 2023-03-31 | $1.0M | 4.4k | 228.83 |
| 2022-12-31 | $1.0M | 4.2k | 239.54 |
| 2022-09-30 | $481k | 2.9k | 164.11 |
| 2022-06-30 | $562k | 3.1k | 178.81 |
| 2022-03-31 | $619k | 2.8k | 222.90 |
| 2021-12-31 | $638k | 3.1k | 206.67 |
| 2021-09-30 | $553k | 2.9k | 191.88 |
| 2021-06-30 | $623k | 2.9k | 217.60 |
| 2021-03-31 | $554k | 2.4k | 231.90 |
| 2020-12-31 | $285k | 1.6k | 181.88 |
| 2020-09-30 | $224k | 1.5k | 149.13 |
| 2020-03-31 | $468k | 3.7k | 125.10 |
| 2019-09-30 | $519k | 4.0k | 131.13 |
| 2019-03-31 | $201k | 1.5k | 137.30 |
| 2018-06-30 | $432k | 3.2k | 135.51 |
| 2018-03-31 | $105k | 710 | 147.89 |
| 2017-12-31 | $77k | 489 | 157.46 |
| 2017-09-30 | $368k | 3.0k | 124.62 |
| 2017-06-30 | $1.3M | 12k | 107.49 |
| 2017-03-31 | $232k | 2.5k | 92.73 |
| 2016-12-31 | $6.0k | 65 | 92.31 |
| 2016-09-30 | $1.5M | 17k | 88.80 |
| 2016-06-30 | $1.3M | 17k | 75.83 |
| 2016-03-31 | $1.3M | 17k | 76.53 |
| 2015-12-31 | $1.2M | 17k | 67.97 |
| 2015-09-30 | $1.1M | 18k | 65.36 |
| 2015-06-30 | $1.7M | 20k | 84.80 |
| 2015-03-31 | $1.6M | 20k | 80.04 |
| 2014-12-31 | $1.6M | 18k | 91.54 |
| 2014-09-30 | $1.7M | 17k | 99.06 |
| 2014-06-30 | $2.1M | 20k | 108.68 |
| 2014-03-31 | $1.9M | 20k | 99.38 |
| 2013-12-31 | $1.8M | 20k | 90.80 |
| 2011-09-30 | $481k | 2.9k | 164.11 |
More positions owned by Perigon Wealth Management
Home Depot (HD)
View all positions for Perigon Wealth Management