Caterpillar shares owned by V Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by V Wealth Management
from 13F filings
Historical chart of V Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by V Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $820k | 3.0k | 272.96 |
| 2023-06-30 | $2.3M | 9.2k | 246.04 |
| 2023-03-31 | $2.0M | 8.8k | 228.84 |
| 2022-12-31 | $1.9M | 8.1k | 239.56 |
| 2022-09-30 | $1.3M | 7.9k | 164.05 |
| 2022-06-30 | $1.9M | 11k | 178.77 |
| 2022-03-31 | $2.3M | 10k | 222.82 |
| 2021-12-31 | $2.0M | 9.6k | 206.81 |
| 2021-09-30 | $1.8M | 9.5k | 191.43 |
| 2021-06-30 | $1.9M | 8.8k | 217.86 |
| 2021-03-31 | $1.7M | 7.4k | 231.87 |
| 2020-12-31 | $1.2M | 6.5k | 181.96 |
| 2020-09-30 | $290k | 1.9k | 149.33 |
| 2020-06-30 | $880k | 7.0k | 125.00 |
| 2020-03-31 | $2.4M | 20k | 116.00 |
| 2019-12-31 | $1.5M | 12k | 126.26 |
| 2019-09-30 | $1.3M | 9.9k | 126.26 |
| 2019-06-30 | $1.3M | 9.8k | 136.36 |
| 2019-03-31 | $1.3M | 9.5k | 137.78 |
| 2018-12-31 | $1.2M | 9.4k | 129.52 |
| 2018-09-30 | $1.4M | 9.4k | 152.32 |
| 2018-06-30 | $1.3M | 9.0k | 141.36 |
| 2018-03-31 | $1.3M | 8.9k | 143.99 |
| 2017-12-31 | $1.5M | 9.0k | 169.39 |
| 2017-09-30 | $587k | 4.7k | 124.95 |
| 2017-06-30 | $498k | 4.6k | 107.35 |
| 2017-03-31 | $474k | 5.1k | 92.80 |
| 2016-12-31 | $413k | 4.4k | 93.21 |
| 2016-09-30 | $405k | 4.6k | 88.74 |
| 2016-06-30 | $355k | 4.6k | 76.38 |
| 2016-03-31 | $361k | 4.7k | 76.89 |