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Caterpillar shares owned by Waldron

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

Historical chart of Waldron investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Waldron

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 4.8k 391.12
2024-06-30 $1.6M 4.8k 333.10
2024-03-31 $1.7M 4.7k 366.43
2023-12-31 $1.3M 4.5k 295.67
2023-09-30 $1.2M 4.6k 273.00
2023-06-30 $1.1M 4.5k 246.02
2023-03-31 $2.2M 9.6k 228.81
2022-12-31 $1.5M 9.1k 164.04
2022-09-30 $1.5M 9.1k 164.04
2022-06-30 $1.7M 9.4k 178.67
2022-03-31 $2.0M 9.1k 222.71
2021-12-31 $1.8M 8.9k 206.68
2021-09-30 $756k 3.9k 191.83
2021-06-30 $696k 3.2k 217.43
2021-03-31 $725k 3.1k 231.63
2020-12-31 $565k 3.1k 181.73
2020-09-30 $463k 3.1k 148.92
2020-06-30 $362k 2.9k 126.26
2020-03-31 $308k 2.7k 115.75
2019-12-31 $392k 2.7k 147.59
2019-09-30 $335k 2.7k 126.13
2019-06-30 $386k 2.8k 135.96
2019-03-31 $441k 3.3k 135.28
2016-09-30 $396k 4.5k 88.55
2016-06-30 $360k 5.5k 65.26
2016-03-31 $360k 5.5k 65.26
2015-12-31 $363k 5.4k 67.81
2015-09-30 $360k 5.5k 65.26