Caterpillar shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.1M | 14k | 366.42 |
| 2023-12-31 | $3.9M | 14k | 285.27 |
| 2023-09-30 | $3.5M | 13k | 273.00 |
| 2023-06-30 | $2.6M | 11k | 246.04 |
| 2023-03-31 | $2.6M | 11k | 228.84 |
| 2022-12-31 | $2.1M | 8.9k | 239.60 |
| 2022-09-30 | $1.5M | 9.2k | 164.05 |
| 2022-06-30 | $2.2M | 12k | 178.75 |
| 2022-03-31 | $3.4M | 15k | 224.31 |
| 2021-12-31 | $3.9M | 19k | 206.80 |
| 2021-09-30 | $3.8M | 20k | 192.11 |
| 2021-06-30 | $16M | 74k | 217.67 |
| 2021-03-31 | $17M | 73k | 230.15 |