Caterpillar shares owned by Segment Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 37k | 366.43 |
| 2023-12-31 | $645k | 2.2k | 295.68 |
| 2023-09-30 | $595k | 2.2k | 272.97 |
| 2023-06-30 | $536k | 2.2k | 246.01 |
| 2023-03-31 | $498k | 2.2k | 228.87 |
| 2022-12-31 | $677k | 2.8k | 239.57 |
| 2022-09-30 | $516k | 3.1k | 164.12 |
| 2022-06-30 | $562k | 3.1k | 178.81 |
| 2022-03-31 | $2.6M | 12k | 222.83 |
| 2021-12-31 | $2.5M | 12k | 206.77 |
| 2021-09-30 | $2.3M | 12k | 191.96 |
| 2021-06-30 | $2.7M | 13k | 217.64 |
| 2021-03-31 | $2.9M | 13k | 231.84 |
| 2020-12-31 | $2.3M | 12k | 182.06 |
| 2020-09-30 | $1.9M | 12k | 149.17 |
| 2020-06-30 | $1.6M | 13k | 126.47 |
| 2020-03-31 | $1.5M | 13k | 116.02 |
| 2019-12-31 | $1.9M | 13k | 148.39 |
| 2019-09-30 | $1.6M | 13k | 126.31 |
| 2019-06-30 | $1.7M | 13k | 136.30 |
| 2019-03-31 | $1.7M | 13k | 135.51 |
| 2018-12-31 | $1.6M | 13k | 127.05 |
| 2018-09-30 | $2.0M | 13k | 153.41 |
| 2018-06-30 | $1.8M | 13k | 137.34 |
| 2018-03-31 | $1.9M | 13k | 147.41 |
| 2017-12-31 | $2.3M | 15k | 159.36 |
| 2017-09-30 | $1.5M | 12k | 124.72 |
| 2017-06-30 | $1.1M | 10k | 107.48 |
| 2017-03-31 | $1.0M | 11k | 92.74 |
| 2016-12-31 | $1.0M | 11k | 92.76 |
| 2016-09-30 | $974k | 11k | 88.78 |
| 2016-06-30 | $3.1M | 41k | 75.81 |
| 2016-03-31 | $3.5M | 45k | 76.55 |
| 2015-12-31 | $2.8M | 41k | 67.95 |
| 2015-09-30 | $2.9M | 44k | 65.35 |
| 2015-06-30 | $3.3M | 40k | 82.47 |
| 2015-03-31 | $3.3M | 40k | 82.47 |
| 2014-12-31 | $3.2M | 35k | 92.78 |
| 2014-09-30 | $3.4M | 34k | 99.01 |
| 2014-06-30 | $3.7M | 33k | 113.40 |
| 2014-03-31 | $3.2M | 32k | 99.35 |
| 2013-12-31 | $2.8M | 30k | 92.78 |
| 2013-09-30 | $2.4M | 29k | 81.97 |
| 2013-06-30 | $1.1M | 13k | 81.97 |
| 2013-03-31 | $1.1M | 13k | 86.95 |
| 2012-12-31 | $1.2M | 13k | 89.58 |