Caterpillar shares owned by Wagner Bowman Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wagner Bowman Management
from 13F filings
Historical chart of Wagner Bowman Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wagner Bowman Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 5.7k | 366.46 |
| 2023-12-31 | $1.7M | 5.7k | 295.68 |
| 2023-09-30 | $1.6M | 5.8k | 272.98 |
| 2023-06-30 | $1.5M | 6.2k | 246.06 |
| 2023-03-31 | $1.4M | 6.3k | 228.83 |
| 2022-09-30 | $1.0M | 6.2k | 164.01 |
| 2022-06-30 | $1.1M | 6.3k | 175.07 |
| 2022-03-31 | $1.4M | 6.5k | 212.40 |
| 2021-12-31 | $1.4M | 6.9k | 206.79 |
| 2021-09-30 | $1.4M | 7.0k | 192.01 |
| 2021-06-30 | $1.5M | 7.0k | 211.01 |
| 2021-03-31 | $1.6M | 7.1k | 231.92 |
| 2020-12-31 | $1.4M | 7.2k | 192.32 |
| 2020-09-30 | $1.0M | 6.8k | 149.11 |
| 2020-06-30 | $885k | 7.0k | 126.50 |
| 2020-03-31 | $882k | 7.6k | 116.02 |
| 2019-12-31 | $1.3M | 8.6k | 147.62 |
| 2019-09-30 | $1.1M | 8.6k | 126.27 |
| 2019-06-30 | $1.2M | 8.6k | 136.26 |
| 2019-03-31 | $1.2M | 8.6k | 135.48 |
| 2018-12-31 | $1.1M | 8.6k | 126.97 |
| 2018-09-30 | $1.4M | 9.1k | 152.48 |
| 2018-06-30 | $1.2M | 8.7k | 135.59 |
| 2018-03-31 | $1.2M | 8.4k | 147.35 |
| 2017-12-31 | $1.4M | 8.6k | 157.56 |
| 2017-09-30 | $1.1M | 8.5k | 124.65 |
| 2017-06-30 | $915k | 8.5k | 107.38 |
| 2017-03-31 | $799k | 8.6k | 92.76 |
| 2016-12-31 | $798k | 8.6k | 92.74 |
| 2016-09-30 | $793k | 8.9k | 88.73 |
| 2016-06-30 | $661k | 8.7k | 75.73 |
| 2016-03-31 | $672k | 8.8k | 76.47 |
| 2015-12-31 | $603k | 8.9k | 67.93 |
| 2015-09-30 | $1.1M | 16k | 65.32 |
| 2015-06-30 | $1.4M | 16k | 84.78 |
| 2015-03-31 | $1.3M | 17k | 80.00 |
| 2014-12-31 | $1.6M | 18k | 91.51 |
| 2014-09-30 | $1.8M | 19k | 99.02 |
| 2014-06-30 | $2.0M | 19k | 108.64 |
| 2014-03-31 | $1.9M | 19k | 99.33 |
| 2013-12-31 | $1.8M | 20k | 90.78 |
| 2013-09-30 | $1.7M | 20k | 83.38 |
| 2013-06-30 | $1.7M | 21k | 82.49 |