Caterpillar shares owned by Wedbush Morgan Securities
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wedbush Morgan Securities
from 13F filings
Historical chart of Wedbush Morgan Securities investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wedbush Morgan Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 16k | 477.17 |
| 2025-06-30 | $7.0M | 18k | 388.24 |
| 2025-03-31 | $6.2M | 19k | 329.81 |
| 2024-12-31 | $7.0M | 19k | 362.77 |
| 2024-09-30 | $6.5M | 17k | 391.09 |
| 2024-06-30 | $6.3M | 19k | 333.09 |
| 2024-03-31 | $6.7M | 18k | 366.41 |
| 2023-12-31 | $5.3M | 18k | 295.67 |
| 2023-09-30 | $5.3M | 20k | 273.00 |
| 2023-06-30 | $5.1M | 21k | 246.05 |
| 2023-03-31 | $4.6M | 20k | 228.84 |
| 2022-12-31 | $5.3M | 22k | 239.57 |
| 2022-09-30 | $3.7M | 22k | 164.06 |
| 2022-06-30 | $4.0M | 22k | 178.76 |
| 2022-03-31 | $4.7M | 21k | 222.84 |
| 2021-12-31 | $4.6M | 22k | 206.76 |
| 2021-09-30 | $4.3M | 22k | 191.96 |
| 2021-06-30 | $5.1M | 24k | 217.62 |
| 2021-03-31 | $4.0M | 17k | 231.89 |
| 2020-12-31 | $2.8M | 16k | 182.05 |
| 2020-09-30 | $2.4M | 16k | 149.18 |
| 2020-06-30 | $2.1M | 17k | 126.49 |
| 2020-03-31 | $2.0M | 17k | 116.06 |
| 2019-12-31 | $2.5M | 17k | 147.69 |
| 2019-09-30 | $2.2M | 17k | 126.31 |
| 2019-06-30 | $2.3M | 17k | 136.28 |
| 2019-03-31 | $2.1M | 16k | 135.52 |
| 2018-12-31 | $2.0M | 16k | 127.07 |
| 2018-09-30 | $2.2M | 15k | 152.52 |
| 2018-06-30 | $2.2M | 16k | 135.69 |
| 2018-03-31 | $2.0M | 13k | 147.38 |
| 2017-12-31 | $1.8M | 11k | 157.55 |
| 2017-09-30 | $1.4M | 11k | 124.74 |
| 2017-06-30 | $1.3M | 12k | 107.48 |
| 2017-03-31 | $801k | 8.6k | 92.77 |
| 2016-12-31 | $1.3M | 14k | 92.71 |
| 2016-09-30 | $1.0M | 12k | 88.75 |
| 2016-06-30 | $762k | 10k | 75.82 |
| 2016-03-31 | $704k | 9.2k | 76.58 |
| 2015-12-31 | $578k | 8.5k | 67.96 |
| 2015-09-30 | $607k | 9.3k | 65.32 |
| 2015-06-30 | $773k | 9.1k | 84.81 |
| 2015-03-31 | $1.2M | 15k | 80.01 |
| 2014-12-31 | $1.1M | 12k | 91.54 |
| 2014-09-30 | $926k | 9.4k | 99.03 |
| 2014-06-30 | $1.3M | 12k | 108.65 |
| 2014-03-31 | $1.8M | 18k | 99.36 |
| 2013-12-31 | $1.6M | 17k | 90.80 |
| 2013-09-30 | $1.3M | 15k | 83.37 |
| 2013-06-30 | $1.1M | 14k | 82.48 |
| 2013-03-31 | $1.0M | 12k | 86.95 |
| 2012-12-31 | $1.0M | 11k | 89.60 |
| 2012-09-30 | $1.0M | 12k | 86.04 |
| 2012-06-30 | $734k | 8.6k | 84.87 |
| 2012-03-31 | $733k | 6.9k | 106.59 |
| 2011-12-31 | $647k | 7.1k | 90.58 |
| 2011-09-30 | $646k | 8.8k | 73.82 |
| 2011-06-30 | $1.1M | 10k | 106.41 |
| 2011-03-31 | $1.0M | 9.1k | 111.39 |