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Caterpillar shares owned by Walter & Keenan Financial Consulting

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Walter & Keenan Financial Consulting from 13F filings

Historical chart of Walter & Keenan Financial Consulting investment in Caterpillar

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All positions including Caterpillar held by Walter & Keenan Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Walter & Keenan Financial Consulting

Quarter filed Position value Share count Share price at filing
2024-03-31 $663k 1.8k 366.37
2023-12-31 $520k 1.8k 295.60
2023-09-30 $493k 1.8k 273.06
2023-06-30 $446k 1.8k 246.08
2023-03-31 $415k 1.8k 228.84
2022-12-31 $435k 1.8k 239.53
2022-09-30 $298k 1.8k 164.28
2022-06-30 $325k 1.8k 178.77
2022-03-31 $401k 1.8k 222.65
2021-12-31 $372k 1.8k 206.55
2021-09-30 $346k 1.8k 192.12
2021-06-30 $385k 1.8k 217.64
2021-03-31 $410k 1.8k 231.90
2020-12-31 $328k 1.8k 182.12
2020-09-30 $264k 1.8k 149.32
2020-06-30 $224k 1.8k 126.70
2019-12-31 $281k 1.9k 147.89
2019-09-30 $253k 2.0k 126.50
2019-06-30 $273k 2.0k 136.50
2019-03-31 $276k 2.0k 135.29
2018-12-31 $266k 2.1k 127.27
2018-09-30 $319k 2.1k 152.63
2018-06-30 $284k 2.1k 135.89
2018-03-31 $308k 2.1k 147.37
2017-12-31 $329k 2.1k 157.42
2017-09-30 $261k 2.1k 124.88
2017-06-30 $225k 2.1k 107.66