Caterpillar shares owned by Waddell & Reed Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Waddell & Reed Financial
from 13F filings
Historical chart of Waddell & Reed Financial investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Waddell & Reed Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Waddell & Reed Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-03-31 | $18M | 77k | 231.87 |
| 2020-12-31 | $31M | 171k | 182.02 |
| 2020-09-30 | $27M | 178k | 149.15 |
| 2020-06-30 | $75M | 593k | 126.50 |
| 2020-03-31 | $134M | 1.2M | 116.04 |
| 2019-12-31 | $167M | 1.1M | 147.68 |
| 2019-09-30 | $96M | 763k | 126.31 |
| 2019-06-30 | $105M | 773k | 136.29 |
| 2019-03-31 | $110M | 814k | 135.49 |
| 2018-12-31 | $93M | 732k | 127.07 |
| 2018-09-30 | $196M | 1.3M | 152.49 |
| 2018-06-30 | $203M | 1.5M | 135.67 |
| 2018-03-31 | $258M | 1.8M | 147.38 |
| 2017-12-31 | $281M | 1.8M | 157.58 |
| 2017-09-30 | $161M | 1.3M | 124.71 |
| 2017-06-30 | $67M | 620k | 107.46 |
| 2017-03-31 | $40M | 428k | 92.76 |
| 2016-12-31 | $61M | 662k | 92.74 |
| 2016-06-30 | $22M | 296k | 75.81 |
| 2016-03-31 | $23M | 296k | 76.54 |
| 2015-12-31 | $20M | 289k | 67.96 |
| 2015-09-30 | $25M | 384k | 65.36 |
| 2015-06-30 | $586M | 6.9M | 84.82 |
| 2015-03-31 | $542M | 6.8M | 80.03 |
| 2014-12-31 | $659M | 7.2M | 91.53 |
| 2014-09-30 | $760M | 7.7M | 99.03 |
| 2014-06-30 | $586M | 5.4M | 108.67 |
| 2014-03-31 | $108M | 1.1M | 99.37 |
| 2013-12-31 | $75M | 827k | 90.81 |
| 2013-09-30 | $76M | 909k | 83.37 |
| 2013-06-30 | $60M | 727k | 82.49 |
| 2013-03-31 | $521M | 6.0M | 86.97 |
| 2012-12-31 | $531M | 5.9M | 89.58 |
| 2012-06-30 | $401M | 4.7M | 84.91 |
| 2012-03-31 | $649M | 6.1M | 106.52 |
| 2011-12-31 | $534M | 5.9M | 90.60 |
| 2011-09-30 | $439M | 5.9M | 73.84 |
| 2011-06-30 | $934M | 8.8M | 106.46 |
| 2011-03-31 | $709M | 6.4M | 111.35 |