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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |