Caterpillar shares owned by WFA of San Diego
Historical chart of WFA of San Diego investment in Caterpillar
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All positions including Caterpillar held by WFA of San Diego consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by WFA of San Diego
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $907k | 2.3k | 391.12 |
| 2023-09-30 | $578k | 2.1k | 273.00 |
| 2023-06-30 | $570k | 2.3k | 246.05 |
| 2022-12-31 | $139k | 582 | 239.43 |
| 2022-06-30 | $88k | 492 | 178.86 |
| 2021-12-31 | $120k | 581 | 206.54 |