Caterpillar shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $544k | 3.0k | 181.88 |
| 2020-09-30 | $443k | 3.0k | 149.16 |
| 2020-06-30 | $374k | 3.0k | 126.52 |
| 2020-03-31 | $366k | 3.2k | 116.19 |
| 2019-12-31 | $487k | 3.3k | 147.53 |
| 2019-09-30 | $417k | 3.3k | 126.33 |
| 2019-06-30 | $359k | 2.6k | 136.24 |
| 2019-03-31 | $357k | 2.6k | 135.59 |
| 2018-12-31 | $375k | 3.0k | 127.12 |
| 2018-09-30 | $555k | 3.6k | 152.43 |
| 2018-06-30 | $494k | 3.6k | 135.68 |
| 2018-03-31 | $269k | 2.2k | 124.77 |
| 2017-12-31 | $351k | 2.2k | 157.68 |
| 2017-09-30 | $269k | 2.2k | 124.77 |
More positions owned by SVA Plumb Wealth Management
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