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Caterpillar shares owned by Windsor Capital Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Windsor Capital Management from 13F filings

Historical chart of Windsor Capital Management investment in Caterpillar

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All positions including Caterpillar held by Windsor Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Windsor Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $963k 2.6k 366.39
2023-12-31 $791k 2.7k 295.62
2023-09-30 $730k 2.7k 273.03
2023-06-30 $679k 2.8k 246.05
2023-03-31 $645k 2.8k 228.82
2022-12-31 $677k 2.8k 239.52
2022-09-30 $427k 2.6k 164.10
2022-06-30 $465k 2.6k 178.71
2022-03-31 $579k 2.6k 222.52
2021-12-31 $541k 2.6k 206.49
2021-09-30 $502k 2.6k 191.68
2021-06-30 $570k 2.6k 217.64
2021-03-31 $607k 2.6k 231.77
2020-12-31 $521k 2.9k 182.04
2020-09-30 $432k 2.9k 149.12
2020-06-30 $396k 3.1k 126.40
2020-03-31 $346k 3.0k 116.07
2019-12-31 $405k 2.7k 147.65
2019-09-30 $304k 2.4k 126.19
2019-06-30 $206k 1.5k 135.88
2019-03-31 $205k 1.5k 135.31
2018-09-30 $270k 1.8k 152.03
2018-06-30 $274k 2.0k 135.58
2018-03-31 $297k 2.0k 147.10
2017-12-31 $332k 2.1k 157.20
2017-09-30 $433k 4.0k 107.31
2017-06-30 $433k 4.0k 107.31
2017-03-31 $429k 4.6k 92.76
2016-12-31 $725k 7.8k 92.65
2016-09-30 $633k 7.1k 88.75
2016-06-30 $540k 7.1k 75.68
2016-03-31 $408k 5.3k 76.40
2015-12-31 $230k 3.4k 67.91
2015-09-30 $214k 3.3k 65.20
2015-06-30 $318k 3.8k 84.78
2015-03-31 $243k 3.0k 79.93
2014-06-30 $261k 2.4k 108.66
2014-03-31 $216k 2.2k 99.39
2013-12-31 $138k 1.5k 91.03
2013-09-30 $104k 1.3k 83.00
2013-06-30 $15k 177 84.75
2012-06-30 $71k 832 85.34
2012-03-31 $89k 832 106.97
2011-12-31 $92k 832 110.58