Caterpillar shares owned by Wendell David Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wendell David Associates
from 13F filings
Historical chart of Wendell David Associates investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wendell David Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $564k | 1.4k | 390.85 |
| 2024-06-30 | $481k | 1.4k | 333.33 |
| 2024-03-31 | $606k | 1.7k | 366.61 |
| 2023-12-31 | $489k | 1.7k | 295.83 |
| 2023-09-30 | $451k | 1.7k | 272.84 |
| 2023-06-30 | $407k | 1.7k | 246.22 |
| 2023-03-31 | $378k | 1.7k | 228.68 |
| 2022-12-31 | $396k | 1.7k | 239.56 |
| 2022-09-30 | $276k | 1.7k | 164.09 |
| 2022-06-30 | $301k | 1.7k | 178.95 |
| 2022-03-31 | $375k | 1.7k | 222.95 |
| 2021-12-31 | $348k | 1.7k | 206.90 |
| 2021-09-30 | $317k | 1.7k | 191.77 |
| 2021-06-30 | $360k | 1.7k | 217.79 |
| 2021-03-31 | $383k | 1.7k | 231.70 |
| 2020-12-31 | $301k | 1.7k | 182.09 |
| 2020-09-30 | $232k | 1.6k | 149.39 |
| 2020-03-31 | $319k | 2.8k | 115.87 |
| 2019-12-31 | $421k | 2.9k | 147.56 |
| 2019-09-30 | $360k | 2.9k | 126.18 |
| 2019-06-30 | $375k | 2.8k | 136.22 |
| 2019-03-31 | $373k | 2.8k | 135.49 |
| 2018-12-31 | $451k | 3.6k | 126.93 |
| 2018-09-30 | $542k | 3.6k | 152.55 |
| 2018-06-30 | $482k | 3.6k | 135.66 |
| 2018-03-31 | $524k | 3.6k | 147.48 |
| 2017-12-31 | $560k | 3.6k | 157.61 |
| 2017-09-30 | $443k | 3.6k | 124.68 |
| 2017-06-30 | $382k | 3.6k | 107.51 |
| 2017-03-31 | $330k | 3.6k | 92.88 |
| 2016-12-31 | $343k | 3.7k | 92.63 |
| 2016-09-30 | $329k | 3.7k | 88.85 |
| 2016-06-30 | $283k | 3.7k | 75.91 |
| 2016-03-31 | $287k | 3.7k | 76.98 |
| 2015-12-31 | $447k | 6.6k | 67.95 |
| 2015-09-30 | $343k | 5.3k | 64.99 |
| 2015-06-30 | $874k | 10k | 85.04 |
| 2015-03-31 | $822k | 10k | 79.98 |
| 2014-12-31 | $946k | 10k | 92.04 |
| 2014-09-30 | $1.0M | 10k | 99.04 |
| 2014-06-30 | $1.0M | 10k | 98.95 |
| 2014-03-31 | $1.0M | 10k | 98.95 |
| 2013-12-31 | $949k | 10k | 91.00 |
| 2013-09-30 | $870k | 870 | 1000.00 |
| 2013-06-30 | $859k | 11k | 81.98 |
| 2013-03-31 | $912k | 11k | 87.04 |
| 2012-12-31 | $943k | 11k | 90.00 |
| 2012-09-30 | $897k | 10k | 85.99 |
| 2012-06-30 | $887k | 10k | 85.03 |
| 2012-03-31 | $1.1M | 9.9k | 107.03 |
| 2011-12-31 | $904k | 9.9k | 91.02 |
| 2011-09-30 | $775k | 11k | 73.96 |
| 2011-06-30 | $1.1M | 11k | 106.02 |
| 2011-03-31 | $1.2M | 10k | 110.99 |