Caterpillar shares owned by Wall Street Access Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wall Street Access Asset Management
from 13F filings
Historical chart of Wall Street Access Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wall Street Access Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $380k | 1.0k | 362.71 |
| 2024-09-30 | $475k | 1.2k | 390.96 |
| 2024-06-30 | $430k | 1.3k | 333.19 |
| 2024-03-31 | $472k | 1.3k | 366.46 |
| 2023-12-31 | $379k | 1.3k | 295.67 |
| 2023-09-30 | $356k | 1.3k | 273.13 |
| 2023-06-30 | $512k | 2.1k | 246.26 |
| 2023-03-31 | $475k | 2.1k | 228.80 |
| 2022-12-31 | $496k | 2.1k | 239.59 |
| 2022-09-30 | $339k | 2.1k | 164.01 |
| 2022-06-30 | $368k | 2.1k | 178.47 |
| 2022-03-31 | $455k | 2.0k | 222.71 |
| 2021-12-31 | $426k | 2.1k | 206.40 |
| 2021-09-30 | $784k | 4.1k | 191.97 |
| 2021-06-30 | $411k | 1.9k | 217.35 |
| 2021-03-31 | $437k | 1.9k | 231.34 |
| 2020-12-31 | $599k | 3.3k | 182.07 |
| 2020-09-30 | $541k | 3.6k | 149.12 |
| 2020-06-30 | $426k | 3.4k | 126.45 |
| 2020-03-31 | $418k | 3.6k | 115.82 |
| 2019-12-31 | $486k | 3.3k | 147.32 |
| 2019-09-30 | $446k | 3.5k | 126.45 |
| 2019-06-30 | $481k | 3.5k | 136.22 |
| 2018-12-31 | $448k | 3.5k | 126.91 |
| 2018-09-30 | $537k | 3.5k | 152.34 |
| 2018-06-30 | $478k | 3.5k | 135.64 |
| 2018-03-31 | $520k | 3.5k | 147.35 |
| 2017-12-31 | $559k | 3.5k | 157.64 |
| 2017-09-30 | $454k | 3.6k | 124.69 |
| 2017-06-30 | $391k | 3.6k | 107.42 |
| 2017-03-31 | $347k | 3.7k | 92.81 |
| 2016-12-31 | $344k | 3.7k | 92.67 |
| 2016-09-30 | $330k | 3.7k | 88.90 |
| 2016-06-30 | $281k | 3.7k | 75.70 |
| 2016-03-31 | $320k | 4.2k | 76.50 |
More positions owned by Wall Street Access Asset Management
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