Caterpillar shares owned by Wealth Management Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 3.4k | 391.08 |
| 2024-06-30 | $1.2M | 3.6k | 333.06 |
| 2024-03-31 | $1.2M | 3.3k | 366.47 |
| 2023-12-31 | $1.1M | 3.6k | 295.69 |
| 2023-09-30 | $824k | 3.0k | 273.00 |
| 2023-06-30 | $952k | 3.9k | 246.04 |
| 2023-03-31 | $759k | 3.3k | 228.81 |
| 2022-12-31 | $795k | 3.0k | 264.90 |
| 2022-09-30 | $738k | 4.0k | 184.50 |
| 2022-06-30 | $634k | 4.0k | 158.50 |
| 2022-03-31 | $757k | 3.0k | 252.33 |
| 2021-12-31 | $679k | 3.0k | 226.33 |
| 2021-09-30 | $630k | 3.3k | 191.96 |
| 2021-06-30 | $660k | 3.0k | 217.68 |
| 2021-03-31 | $539k | 2.3k | 230.24 |
| 2020-12-31 | $450k | 2.4k | 187.42 |
More positions owned by Wealth Management Partners
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