Caterpillar shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 27k | 392.40 |
| 2024-06-30 | $8.3M | 25k | 329.44 |
| 2024-03-31 | $5.1M | 14k | 366.42 |
| 2023-12-31 | $3.7M | 12k | 295.66 |
| 2023-09-30 | $2.9M | 11k | 273.00 |
| 2023-06-30 | $2.5M | 10k | 246.06 |
| 2023-03-31 | $2.6M | 12k | 228.83 |
| 2022-12-31 | $1.9M | 7.9k | 239.55 |
| 2022-09-30 | $1.2M | 7.5k | 164.15 |
| 2022-06-30 | $1.5M | 8.3k | 178.77 |
| 2022-03-31 | $1.8M | 8.1k | 222.81 |
| 2021-12-31 | $2.1M | 9.9k | 206.70 |
| 2021-09-30 | $1.8M | 9.3k | 191.94 |
| 2021-06-30 | $2.0M | 9.4k | 217.66 |
| 2021-03-31 | $1.8M | 7.8k | 231.92 |
| 2020-12-31 | $1.6M | 8.8k | 182.04 |
| 2020-09-30 | $1.3M | 9.0k | 149.12 |
| 2020-06-30 | $1.1M | 8.9k | 126.47 |
| 2020-03-31 | $1.1M | 9.4k | 116.08 |
| 2019-12-31 | $1.4M | 9.3k | 147.66 |
| 2019-09-30 | $1.1M | 8.9k | 126.32 |
| 2019-06-30 | $1.1M | 8.4k | 136.32 |
| 2019-03-31 | $1.0M | 7.4k | 135.50 |
| 2018-12-31 | $1.0M | 8.1k | 127.11 |
| 2018-09-30 | $1.4M | 9.0k | 152.50 |
| 2014-12-31 | $416k | 4.5k | 91.59 |
| 2014-09-30 | $386k | 3.9k | 99.03 |
| 2014-06-30 | $473k | 4.4k | 108.69 |
| 2014-03-31 | $495k | 5.0k | 99.32 |