Caterpillar shares owned by Prospera Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Prospera Financial Services
from 13F filings
Historical chart of Prospera Financial Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Prospera Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 37k | 295.67 |
| 2023-09-30 | $9.5M | 35k | 273.15 |
| 2023-06-30 | $9.3M | 38k | 246.16 |
| 2023-03-31 | $8.4M | 37k | 228.93 |
| 2022-12-31 | $8.3M | 35k | 239.57 |
| 2022-09-30 | $6.3M | 39k | 164.18 |
| 2022-06-30 | $6.2M | 35k | 178.81 |
| 2022-03-31 | $8.2M | 37k | 222.90 |
| 2021-12-31 | $6.0M | 29k | 206.82 |
| 2021-09-30 | $5.1M | 27k | 192.05 |
| 2021-06-30 | $6.2M | 29k | 217.71 |
| 2021-03-31 | $4.7M | 20k | 232.00 |
| 2020-12-31 | $3.8M | 21k | 182.12 |
| 2020-06-30 | $2.8M | 22k | 126.49 |
| 2020-03-31 | $2.4M | 20k | 116.05 |
| 2019-12-31 | $2.6M | 18k | 147.67 |
| 2019-09-30 | $2.1M | 16k | 126.32 |
| 2019-06-30 | $2.2M | 17k | 136.03 |
| 2019-03-31 | $4.5M | 33k | 139.83 |
| 2018-12-31 | $1.6M | 12k | 127.26 |
| 2018-09-30 | $1.1M | 8.2k | 137.33 |
| 2018-06-30 | $6.7M | 50k | 135.08 |
| 2018-03-31 | $7.6M | 53k | 145.50 |
| 2017-12-31 | $8.0M | 51k | 158.41 |
| 2017-09-30 | $6.0M | 48k | 125.86 |
| 2017-06-30 | $5.0M | 48k | 106.08 |
| 2017-03-31 | $2.5M | 27k | 93.87 |
| 2016-12-31 | $788k | 8.5k | 92.76 |
| 2016-09-30 | $503k | 5.7k | 88.78 |
| 2016-06-30 | $366k | 4.8k | 75.92 |
| 2016-03-31 | $276k | 3.6k | 76.45 |
| 2015-09-30 | $209k | 3.9k | 53.56 |
| 2015-06-30 | $380k | 5.2k | 73.36 |
| 2015-03-31 | $274k | 4.1k | 66.38 |
| 2014-12-31 | $650k | 7.1k | 91.59 |
| 2014-09-30 | $626k | 7.0k | 89.20 |
| 2014-06-30 | $380k | 3.5k | 108.54 |
| 2014-03-31 | $290k | 4.0k | 72.16 |
| 2013-12-31 | $594k | 6.5k | 90.80 |
| 2013-09-30 | $490k | 5.8k | 83.83 |
| 2013-06-30 | $420k | 5.1k | 82.76 |
More positions owned by Prospera Financial Services
View all positions for Prospera Financial Services