Caterpillar shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett investment in Caterpillar
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Quarterly reported holdings in Caterpillar by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $148k | 403 | 366.05 |
| 2023-12-31 | $119k | 401 | 295.77 |
| 2023-09-30 | $109k | 399 | 273.21 |
| 2023-06-30 | $98k | 398 | 245.83 |
| 2023-03-31 | $91k | 396 | 228.66 |
| 2022-12-31 | $94k | 394 | 239.56 |
| 2022-09-30 | $57k | 345 | 165.22 |
| 2022-06-30 | $62k | 345 | 179.71 |
| 2022-03-31 | $77k | 345 | 223.19 |
| 2021-12-31 | $71k | 345 | 205.80 |
| 2021-09-30 | $66k | 345 | 191.30 |
| 2021-06-30 | $75k | 345 | 217.39 |
| 2021-03-31 | $80k | 345 | 231.88 |
| 2020-12-31 | $63k | 345 | 182.61 |
| 2020-09-30 | $51k | 345 | 147.83 |
| 2020-06-30 | $44k | 345 | 127.54 |
| 2020-03-31 | $490k | 4.2k | 116.00 |
| 2019-12-31 | $624k | 4.2k | 147.75 |
| 2019-09-30 | $533k | 4.2k | 126.25 |
| 2019-06-30 | $603k | 4.4k | 136.25 |
| 2019-03-31 | $573k | 4.2k | 135.50 |
| 2018-12-31 | $508k | 4.0k | 127.00 |
| 2018-09-30 | $628k | 4.1k | 152.50 |
| 2018-06-30 | $559k | 4.1k | 135.75 |
| 2018-03-31 | $607k | 4.1k | 147.50 |
| 2017-12-31 | $711k | 4.5k | 157.50 |
| 2017-09-30 | $613k | 4.9k | 124.75 |
| 2017-06-30 | $528k | 4.9k | 107.50 |
| 2017-03-31 | $442k | 4.8k | 92.75 |
| 2016-12-31 | $447k | 4.8k | 92.75 |
| 2016-09-30 | $427k | 4.8k | 88.75 |
| 2016-06-30 | $365k | 4.8k | 75.75 |
| 2016-03-31 | $368k | 4.8k | 76.50 |
| 2015-12-31 | $328k | 4.8k | 68.00 |
| 2015-09-30 | $340k | 5.2k | 65.25 |
| 2015-06-30 | $874k | 10k | 84.75 |
| 2015-03-31 | $806k | 10k | 80.00 |
| 2014-12-31 | $950k | 10k | 91.50 |
| 2014-09-30 | $1.0M | 10k | 99.00 |
| 2014-06-30 | $1.1M | 10k | 108.75 |
| 2014-03-31 | $1.0M | 10k | 99.25 |
| 2013-12-31 | $944k | 10k | 90.75 |
| 2013-09-30 | $842k | 10k | 83.50 |
| 2013-06-30 | $882k | 11k | 82.50 |
| 2012-12-31 | $664k | 7.4k | 89.57 |
| 2012-06-30 | $551k | 6.5k | 84.91 |
| 2012-03-31 | $682k | 6.4k | 106.55 |
| 2011-12-31 | $580k | 6.4k | 90.62 |
| 2011-09-30 | $458k | 6.2k | 73.87 |
| 2011-06-30 | $660k | 6.2k | 106.45 |
| 2011-03-31 | $612k | 5.5k | 111.27 |
More positions owned by WealthTrust DunckerStreett
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