Caterpillar shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.0M | 2.8k | 362.76 |
| 2024-09-30 | $1.3M | 3.4k | 391.12 |
| 2024-06-30 | $1.2M | 3.7k | 333.10 |
| 2024-03-31 | $1.4M | 3.9k | 366.43 |
| 2023-12-31 | $1.1M | 3.9k | 295.67 |
| 2023-09-30 | $1.1M | 3.9k | 273.00 |
| 2023-06-30 | $1.5M | 6.0k | 246.04 |
| 2023-03-31 | $1.4M | 6.2k | 228.84 |
| 2022-12-31 | $981k | 4.1k | 239.56 |
| 2022-09-30 | $646k | 3.9k | 166.67 |
| 2022-06-30 | $574k | 3.2k | 178.65 |
| 2022-03-31 | $893k | 4.0k | 222.92 |
| 2021-12-31 | $818k | 3.9k | 212.12 |
| 2021-09-30 | $660k | 3.4k | 192.08 |
| 2021-06-30 | $728k | 3.3k | 217.51 |
| 2021-03-31 | $766k | 3.3k | 228.92 |
| 2020-12-31 | $575k | 3.2k | 180.72 |
| 2020-09-30 | $451k | 3.1k | 144.58 |
| 2020-06-30 | $371k | 3.1k | 120.48 |
| 2020-03-31 | $287k | 2.5k | 112.50 |
| 2019-12-31 | $437k | 3.0k | 147.59 |
| 2019-09-30 | $254k | 2.0k | 126.18 |
| 2019-06-30 | $200k | 1.5k | 136.03 |
| 2018-09-30 | $225k | 1.5k | 152.70 |
More positions owned by Pinnacle Wealth Planning Services
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