Caterpillar shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $35M | 106k | 333.10 |
| 2024-03-31 | $33M | 89k | 366.43 |
| 2023-12-31 | $27M | 90k | 295.67 |
| 2023-09-30 | $34M | 123k | 273.00 |
| 2023-06-30 | $2.1M | 8.6k | 246.05 |
| 2023-03-31 | $2.0M | 8.6k | 228.84 |
| 2022-12-31 | $928k | 3.5k | 261.53 |
| 2022-09-30 | $578k | 3.3k | 177.46 |
| 2022-06-30 | $554k | 3.1k | 179.00 |
| 2022-03-31 | $6.9M | 31k | 220.78 |
| 2021-12-31 | $6.0M | 29k | 203.80 |
| 2021-09-30 | $3.5M | 18k | 199.63 |
| 2021-06-30 | $652k | 3.1k | 211.55 |
| 2021-03-31 | $702k | 3.0k | 230.69 |
| 2020-12-31 | $589k | 3.0k | 194.52 |
| 2018-06-30 | $1.1M | 7.9k | 140.91 |
| 2018-03-31 | $227k | 1.5k | 150.23 |
More positions owned by Wealth Enhancement Advisory Services
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