Caterpillar shares owned by Selective Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Selective Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $419k | 1.1k | 387.96 |
2024-06-30 | $352k | 1.1k | 326.06 |
2024-03-31 | $411k | 1.1k | 372.07 |
2023-12-31 | $316k | 1.1k | 286.10 |
2023-09-30 | $286k | 1.1k | 265.03 |
2023-06-30 | $306k | 1.2k | 248.81 |
2022-12-31 | $264k | 1.1k | 249.71 |
2022-09-30 | $207k | 1.3k | 164.42 |
2022-06-30 | $223k | 1.3k | 178.40 |
2022-03-31 | $279k | 1.3k | 223.20 |
2021-12-31 | $300k | 1.5k | 206.90 |
2021-09-30 | $298k | 1.6k | 192.26 |
2021-06-30 | $294k | 1.4k | 217.78 |
2021-03-31 | $243k | 1.1k | 231.43 |
2020-12-31 | $191k | 1.1k | 181.90 |
2020-09-30 | $157k | 1.1k | 149.52 |
2020-06-30 | $142k | 1.1k | 128.44 |
2020-03-31 | $132k | 1.1k | 119.27 |
2019-12-31 | $163k | 1.1k | 146.79 |
2019-09-30 | $142k | 1.1k | 128.44 |
2018-09-30 | $152k | 1.0k | 152.00 |
More positions owned by Selective Wealth Management
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