Caterpillar shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $254k | 239 | 1064.35 |
| 2021-12-31 | $3.2M | 15k | 206.74 |
| 2021-09-30 | $3.0M | 16k | 191.95 |
| 2021-06-30 | $3.4M | 15k | 217.64 |
| 2021-03-31 | $3.6M | 16k | 231.86 |
| 2020-12-31 | $2.9M | 16k | 182.02 |
| 2020-09-30 | $4.6M | 31k | 149.16 |
| 2020-06-30 | $4.0M | 32k | 126.52 |
| 2020-03-31 | $3.7M | 32k | 116.05 |
| 2019-12-31 | $4.9M | 33k | 147.69 |
More positions owned by Walled Lake Planning & Wealth Management
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