Caterpillar shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.7M | 15k | 391.12 |
| 2024-06-30 | $4.6M | 14k | 333.10 |
| 2024-03-31 | $4.7M | 13k | 366.44 |
| 2023-12-31 | $3.1M | 10k | 295.67 |
| 2023-09-30 | $2.4M | 8.9k | 273.00 |
| 2023-06-30 | $2.1M | 8.7k | 246.06 |
| 2023-03-31 | $2.1M | 9.2k | 228.84 |
| 2022-12-31 | $2.2M | 9.0k | 239.56 |
| 2022-09-30 | $1.5M | 8.9k | 164.14 |
| 2022-06-30 | $1.5M | 8.6k | 178.75 |
| 2022-03-31 | $1.9M | 8.5k | 222.80 |
| 2021-12-31 | $1.6M | 7.8k | 206.77 |
| 2021-09-30 | $1.5M | 7.7k | 192.01 |
| 2021-06-30 | $1.6M | 7.2k | 217.64 |
| 2021-03-31 | $1.7M | 7.1k | 231.86 |
| 2020-12-31 | $1.2M | 6.7k | 182.09 |
| 2020-09-30 | $941k | 6.3k | 149.22 |
| 2020-06-30 | $818k | 6.5k | 126.53 |
| 2020-03-31 | $782k | 6.7k | 116.08 |
| 2019-12-31 | $1.0M | 6.8k | 147.61 |
| 2019-09-30 | $861k | 6.8k | 126.38 |
| 2019-06-30 | $912k | 6.7k | 136.34 |
| 2019-03-31 | $907k | 6.7k | 135.47 |
| 2018-12-31 | $820k | 6.5k | 127.09 |
| 2018-09-30 | $962k | 6.3k | 152.46 |
| 2018-06-30 | $859k | 6.3k | 135.64 |
| 2018-03-31 | $827k | 5.6k | 147.47 |
| 2017-12-31 | $806k | 5.1k | 157.51 |
| 2017-09-30 | $612k | 4.9k | 124.77 |
More positions owned by Wealthcare Advisory Partners
View all positions for Wealthcare Advisory Partners