Caterpillar shares owned by Private Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $266k | 900 | 295.67 |
| 2023-09-30 | $246k | 900 | 273.00 |
| 2023-06-30 | $221k | 900 | 246.05 |
| 2023-03-31 | $206k | 900 | 228.84 |
| 2015-09-30 | $1.1M | 17k | 65.39 |
| 2015-06-30 | $1.4M | 17k | 84.79 |
| 2015-03-31 | $1.5M | 17k | 91.51 |
| 2014-12-31 | $1.5M | 17k | 91.51 |
| 2014-09-30 | $1.6M | 17k | 99.03 |
| 2014-06-30 | $1.8M | 17k | 108.65 |
| 2014-03-31 | $2.0M | 20k | 99.35 |
| 2013-12-31 | $1.9M | 21k | 90.80 |
| 2013-09-30 | $1.7M | 21k | 83.40 |
| 2013-06-30 | $4.2M | 51k | 82.49 |
| 2013-03-31 | $2.5M | 29k | 86.99 |
| 2012-12-31 | $2.2M | 25k | 89.60 |
| 2012-09-30 | $3.1M | 36k | 86.04 |
| 2012-06-30 | $3.7M | 43k | 84.90 |
| 2012-03-31 | $605k | 5.7k | 106.51 |
| 2011-09-30 | $286k | 3.9k | 73.96 |
| 2011-06-30 | $343k | 3.2k | 106.42 |