Caterpillar shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 2.6k | 391.13 |
| 2024-06-30 | $856k | 2.6k | 333.11 |
| 2024-03-31 | $942k | 2.6k | 366.44 |
| 2023-12-31 | $760k | 2.6k | 295.68 |
| 2023-09-30 | $702k | 2.6k | 273.01 |
| 2023-06-30 | $633k | 2.6k | 246.05 |
| 2023-03-31 | $932k | 4.1k | 228.84 |
| 2022-12-31 | $856k | 3.6k | 239.56 |
| 2022-09-30 | $586k | 3.6k | 164.10 |
| 2022-06-30 | $638k | 3.6k | 178.66 |
| 2022-03-31 | $796k | 3.6k | 222.72 |
| 2021-12-31 | $739k | 3.6k | 206.77 |
| 2021-09-30 | $686k | 3.6k | 192.10 |
| 2021-06-30 | $777k | 3.6k | 217.59 |
| 2021-03-31 | $835k | 3.6k | 231.94 |
| 2020-12-31 | $673k | 3.7k | 181.89 |
| 2020-09-30 | $552k | 3.7k | 149.19 |
| 2020-06-30 | $468k | 3.7k | 126.49 |
| 2020-03-31 | $429k | 3.7k | 115.95 |
| 2019-12-31 | $546k | 3.7k | 147.57 |
| 2019-09-30 | $467k | 3.7k | 126.22 |
| 2019-06-30 | $504k | 3.7k | 136.22 |
| 2019-03-31 | $501k | 3.7k | 135.41 |
| 2018-12-31 | $470k | 3.7k | 127.03 |
| 2018-09-30 | $564k | 3.7k | 152.43 |
| 2018-06-30 | $502k | 3.7k | 135.68 |
| 2018-03-31 | $545k | 3.7k | 147.30 |
| 2017-12-31 | $741k | 4.7k | 157.66 |
More positions owned by White Lighthouse Investment Management
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