Torch Wealth Management »

Caterpillar shares owned by Torch Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Torch Wealth Management from 13F filings

Historical chart of Torch Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Torch Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Torch Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $817k 5.5k 147.58
2019-09-30 $725k 5.7k 126.33
2019-06-30 $782k 5.7k 136.28
2019-03-31 $771k 5.7k 135.57
2018-09-30 $264k 1.7k 152.51
2018-06-30 $235k 1.7k 135.84
2018-03-31 $270k 1.8k 147.62
2017-12-31 $339k 2.2k 157.53
2017-09-30 $312k 2.5k 124.75
2017-06-30 $273k 2.5k 107.48
2017-03-31 $319k 3.4k 92.79
2016-12-31 $421k 4.5k 92.81
2016-09-30 $429k 4.8k 88.73
2016-06-30 $366k 4.8k 75.73
2016-03-31 $358k 4.7k 76.50
2015-12-31 $284k 4.2k 67.98
2015-09-30 $285k 4.4k 65.34
2015-06-30 $612k 7.2k 84.88
2015-03-31 $649k 8.1k 80.04
2014-12-31 $1.3M 14k 91.56
2014-09-30 $1.5M 16k 99.06
2014-06-30 $1.7M 16k 108.67
2014-03-31 $1.6M 16k 99.38
2013-12-31 $1.4M 16k 90.80