Caterpillar shares owned by Wellington Shields Capital Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wellington Shields Capital Management
from 13F filings
Historical chart of Wellington Shields Capital Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wellington Shields Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $509k | 1.3k | 391.12 |
| 2024-06-30 | $433k | 1.3k | 333.10 |
| 2024-03-31 | $476k | 1.3k | 366.43 |
| 2023-12-31 | $384k | 1.3k | 295.67 |
| 2023-09-30 | $355k | 1.3k | 273.00 |
| 2023-06-30 | $345k | 1.4k | 246.05 |
| 2023-03-31 | $320k | 1.4k | 228.84 |
| 2022-12-31 | $335k | 1.4k | 239.56 |
| 2022-09-30 | $230k | 1.4k | 164.29 |
| 2022-06-30 | $250k | 1.4k | 178.57 |
| 2022-03-31 | $312k | 1.4k | 222.86 |
| 2021-12-31 | $1.2M | 6.0k | 206.72 |
| 2021-09-30 | $854k | 4.5k | 191.91 |
| 2021-06-30 | $1.3M | 6.0k | 217.65 |
| 2021-03-31 | $1.4M | 6.0k | 231.93 |
| 2020-12-31 | $1.1M | 6.0k | 182.02 |
| 2020-09-30 | $664k | 4.5k | 149.21 |
| 2020-06-30 | $563k | 4.5k | 126.52 |
| 2020-03-31 | $516k | 4.5k | 115.96 |
| 2019-12-31 | $657k | 4.5k | 147.64 |
| 2019-09-30 | $562k | 4.5k | 126.29 |
| 2019-06-30 | $606k | 4.5k | 136.18 |
| 2019-03-31 | $603k | 4.5k | 135.51 |
| 2018-12-31 | $540k | 4.3k | 127.06 |
| 2018-09-30 | $648k | 4.3k | 152.47 |
| 2018-06-30 | $577k | 4.3k | 135.76 |
| 2018-03-31 | $627k | 4.3k | 147.36 |
| 2017-12-31 | $505k | 3.2k | 157.57 |
| 2017-09-30 | $399k | 3.2k | 124.69 |
| 2017-06-30 | $355k | 3.3k | 107.58 |
| 2017-03-31 | $306k | 3.3k | 92.73 |
| 2016-12-31 | $306k | 3.3k | 92.73 |
| 2016-09-30 | $565k | 6.4k | 88.84 |
| 2016-06-30 | $505k | 6.7k | 75.83 |
| 2016-03-31 | $517k | 6.8k | 76.48 |
| 2015-12-31 | $398k | 5.9k | 67.92 |
| 2015-09-30 | $350k | 5.4k | 65.30 |
| 2015-06-30 | $506k | 6.0k | 84.90 |
| 2015-03-31 | $461k | 5.8k | 80.03 |
| 2014-12-31 | $546k | 6.0k | 91.58 |
| 2014-09-30 | $590k | 6.0k | 98.96 |
| 2014-06-30 | $648k | 6.0k | 108.71 |
| 2014-03-31 | $572k | 5.8k | 99.31 |
| 2013-12-31 | $541k | 6.0k | 90.77 |
| 2012-12-31 | $216k | 2.4k | 89.63 |
| 2012-09-30 | $207k | 2.4k | 85.89 |
| 2012-06-30 | $841k | 9.9k | 84.86 |
| 2012-03-31 | $1.1M | 10k | 106.49 |
| 2011-12-31 | $952k | 11k | 90.58 |
More positions owned by Wellington Shields Capital Management
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