Caterpillar shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Caterpillar
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $469k | 1.6k | 295.68 |
2023-09-30 | $520k | 1.9k | 273.07 |
2023-06-30 | $479k | 1.9k | 246.00 |
2023-03-31 | $458k | 2.0k | 228.87 |
2022-12-31 | $522k | 2.2k | 239.60 |
2022-09-30 | $372k | 2.3k | 164.17 |
2022-06-30 | $388k | 2.2k | 178.88 |
2022-03-31 | $513k | 2.3k | 222.56 |
2021-12-31 | $478k | 2.3k | 206.66 |
2021-09-30 | $613k | 3.2k | 191.98 |
2021-06-30 | $505k | 2.3k | 217.58 |
2021-03-31 | $601k | 2.6k | 231.78 |
2020-12-31 | $438k | 2.4k | 182.04 |
2020-09-30 | $367k | 2.5k | 149.01 |
2020-06-30 | $319k | 2.5k | 126.39 |
2020-03-31 | $405k | 3.5k | 116.18 |
2019-12-31 | $447k | 3.0k | 147.72 |
2019-09-30 | $505k | 4.0k | 126.19 |
2019-06-30 | $591k | 4.3k | 136.21 |
2019-03-31 | $350k | 2.6k | 135.61 |
2018-12-31 | $441k | 3.5k | 127.09 |
2018-09-30 | $344k | 2.3k | 152.41 |
2018-06-30 | $396k | 2.9k | 135.71 |
2018-03-31 | $322k | 2.2k | 147.37 |
2017-12-31 | $337k | 2.1k | 157.55 |
2017-09-30 | $332k | 2.7k | 124.67 |
2017-06-30 | $316k | 2.9k | 107.37 |