Caterpillar shares owned by Winch Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10k | 26 | 384.31 |
| 2024-06-30 | $8.5k | 25 | 339.00 |
| 2024-03-31 | $9.3k | 25 | 371.60 |
| 2023-12-31 | $7.5k | 25 | 298.60 |
| 2023-09-30 | $7.0k | 25 | 280.00 |
| 2023-06-30 | $6.0k | 25 | 240.00 |
| 2020-09-30 | $0 | 1 | 0.00 |
| 2019-12-31 | $91k | 618 | 147.25 |
| 2019-09-30 | $89k | 703 | 126.60 |
| 2019-06-30 | $97k | 712 | 136.24 |
| 2019-03-31 | $96k | 712 | 134.83 |
| 2018-12-31 | $95k | 751 | 126.50 |
| 2018-09-30 | $43k | 284 | 151.41 |
| 2018-06-30 | $102k | 753 | 135.46 |
| 2018-03-31 | $121k | 824 | 146.84 |
| 2017-12-31 | $118k | 750 | 157.33 |
| 2017-09-30 | $75k | 558 | 134.41 |
| 2017-06-30 | $9.0k | 87 | 103.45 |
| 2017-03-31 | $8.0k | 87 | 91.95 |
| 2016-12-31 | $8.0k | 87 | 91.95 |
| 2016-06-30 | $10k | 127 | 78.74 |
| 2015-12-31 | $6.0k | 92 | 65.22 |
| 2015-09-30 | $10k | 156 | 64.10 |
| 2015-06-30 | $5.0k | 55 | 90.91 |
| 2015-03-31 | $4.0k | 55 | 72.73 |
| 2014-09-30 | $3.0k | 25 | 120.00 |
| 2014-06-30 | $2.2M | 20k | 108.68 |
| 2014-03-31 | $451k | 4.5k | 99.34 |