Caterpillar shares owned by Taylor Hoffman Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Taylor Hoffman Wealth Management
from 13F filings
Historical chart of Taylor Hoffman Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Taylor Hoffman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $563k | 1.7k | 329.08 |
| 2024-03-31 | $629k | 1.7k | 366.43 |
| 2023-12-31 | $517k | 1.7k | 295.67 |
| 2023-09-30 | $477k | 1.7k | 273.00 |
| 2023-06-30 | $430k | 1.7k | 246.05 |
| 2023-03-31 | $400k | 1.7k | 228.84 |
| 2022-12-31 | $395k | 1.6k | 239.56 |
| 2022-09-30 | $385k | 2.3k | 164.11 |
| 2022-06-30 | $418k | 2.3k | 178.18 |
| 2022-03-31 | $523k | 2.3k | 222.93 |
| 2021-12-31 | $573k | 2.8k | 206.64 |
| 2021-09-30 | $544k | 2.8k | 194.42 |
| 2021-06-30 | $629k | 2.9k | 217.50 |
| 2021-03-31 | $678k | 2.9k | 231.87 |
| 2020-12-31 | $534k | 2.9k | 182.00 |
| 2020-09-30 | $444k | 3.0k | 149.24 |
| 2020-06-30 | $414k | 3.3k | 126.49 |
| 2020-03-31 | $382k | 3.3k | 115.97 |
| 2019-12-31 | $557k | 3.8k | 147.67 |
| 2019-09-30 | $476k | 3.8k | 126.19 |
| 2019-06-30 | $524k | 3.8k | 136.28 |
| 2019-03-31 | $519k | 3.8k | 135.40 |
| 2018-12-31 | $516k | 4.1k | 126.32 |
| 2018-09-30 | $623k | 4.1k | 152.51 |
| 2018-06-30 | $554k | 4.1k | 135.62 |
| 2018-03-31 | $601k | 4.1k | 147.41 |
| 2017-12-31 | $626k | 4.0k | 157.56 |
More positions owned by Taylor Hoffman Wealth Management
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