Caterpillar shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by RMR Wealth Builders consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $535k | 1.5k | 362.64 |
| 2024-09-30 | $553k | 1.4k | 391.12 |
| 2024-06-30 | $689k | 2.1k | 333.10 |
| 2024-03-31 | $862k | 2.4k | 366.38 |
| 2023-12-31 | $689k | 2.3k | 295.73 |
| 2023-09-30 | $650k | 2.4k | 272.99 |
| 2023-06-30 | $583k | 2.4k | 246.00 |
| 2023-03-31 | $546k | 2.4k | 228.82 |
| 2022-12-31 | $525k | 2.2k | 239.59 |
| 2022-09-30 | $359k | 2.2k | 164.08 |
| 2022-06-30 | $301k | 1.7k | 178.53 |
| 2022-03-31 | $397k | 1.8k | 222.91 |
| 2021-12-31 | $292k | 1.4k | 206.80 |
| 2021-09-30 | $322k | 1.7k | 192.12 |
| 2021-06-30 | $364k | 1.7k | 217.44 |
| 2021-03-31 | $374k | 1.6k | 231.72 |
| 2020-12-31 | $246 | 208 | 1.18 |
| 2020-09-30 | $224k | 1.5k | 148.84 |
| 2020-06-30 | $44k | 349 | 126.07 |
| 2019-12-31 | $103k | 699 | 147.35 |