Caterpillar shares owned by Wharton Business Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wharton Business Group
from 13F filings
Historical chart of Wharton Business Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wharton Business Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17M | 56k | 295.67 |
| 2023-09-30 | $15M | 54k | 273.01 |
| 2023-06-30 | $11M | 46k | 246.05 |
| 2023-03-31 | $11M | 47k | 228.82 |
| 2022-12-31 | $11M | 47k | 239.56 |
| 2022-09-30 | $7.6M | 46k | 164.07 |
| 2022-06-30 | $7.9M | 44k | 178.77 |
| 2022-03-31 | $2.0M | 9.8k | 206.71 |
| 2021-12-31 | $2.0M | 9.8k | 206.71 |
| 2021-06-30 | $996k | 4.6k | 217.70 |
| 2021-03-31 | $828k | 3.6k | 231.93 |
| 2020-12-31 | $466k | 2.6k | 182.03 |
| 2020-09-30 | $349k | 2.3k | 149.15 |
| 2020-06-30 | $301k | 2.4k | 126.47 |
| 2020-03-31 | $276k | 2.4k | 115.97 |
| 2019-12-31 | $351k | 2.4k | 147.48 |
| 2019-09-30 | $301k | 2.4k | 126.47 |
| 2019-06-30 | $324k | 2.4k | 136.13 |
| 2019-03-31 | $322k | 2.4k | 135.29 |
| 2018-12-31 | $302k | 2.4k | 126.89 |
| 2018-09-30 | $363k | 2.4k | 152.52 |
| 2018-06-30 | $322k | 2.4k | 135.29 |
| 2018-03-31 | $351k | 2.4k | 147.48 |
| 2017-12-31 | $375k | 2.4k | 157.56 |
| 2017-09-30 | $307k | 2.5k | 124.80 |
| 2017-06-30 | $264k | 2.5k | 107.32 |
| 2017-03-31 | $228k | 2.5k | 92.68 |
| 2016-12-31 | $256k | 2.8k | 92.59 |
| 2016-09-30 | $266k | 3.0k | 88.67 |
| 2016-06-30 | $780k | 10k | 75.82 |
| 2016-03-31 | $1.0M | 13k | 76.55 |
| 2015-12-31 | $15M | 216k | 67.96 |
| 2015-09-30 | $16M | 238k | 65.36 |
| 2015-06-30 | $21M | 249k | 84.82 |
| 2015-03-31 | $20M | 252k | 80.03 |
| 2014-12-31 | $7.4M | 81k | 91.53 |
| 2014-09-30 | $7.9M | 79k | 99.03 |
| 2014-06-30 | $7.6M | 70k | 108.68 |
| 2014-03-31 | $24M | 239k | 99.37 |
| 2013-12-31 | $21M | 236k | 90.81 |
| 2013-09-30 | $20M | 236k | 83.40 |
| 2013-06-30 | $20M | 244k | 82.49 |