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Caterpillar shares owned by Wagner Wealth Management

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

Historical chart of Wagner Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Wagner Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $251k 642 391.07
2022-09-30 $45k 273 164.84
2022-06-30 $69k 386 178.76
2021-12-31 $78k 375 208.00
2021-09-30 $31k 153 202.61
2021-06-30 $99k 453 218.54
2021-03-31 $35k 153 228.76
2018-09-30 $24k 155 154.84
2018-06-30 $21k 155 135.48