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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

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
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