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Caterpillar shares owned by Wealth Alliance

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

Historical chart of Wealth Alliance investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Wealth Alliance

Quarter filed Position value Share count Share price at filing
2023-12-31 $419k 1.4k 295.71
2023-09-30 $438k 1.6k 272.94
2023-06-30 $399k 1.6k 246.07
2023-03-31 $370k 1.6k 228.88
2022-12-31 $385k 1.6k 239.49
2022-09-30 $267k 1.6k 164.27
2022-06-30 $248k 1.4k 178.80
2021-06-30 $491k 2.3k 217.84
2021-03-31 $822k 3.5k 231.94
2020-12-31 $698k 3.8k 181.96
2020-09-30 $462k 3.1k 149.08
2020-06-30 $297k 2.3k 126.44