Caterpillar shares owned by Wunderlich Securities
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wunderlich Securities
from 13F filings
Historical chart of Wunderlich Securities investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Wunderlich Securities consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Wunderlich Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $21M | 5.5k | 3831.82 |
| 2022-03-31 | $832k | 3.7k | 222.70 |
| 2021-12-31 | $1.3M | 6.2k | 206.76 |
| 2021-09-30 | $1.1M | 5.8k | 191.95 |
| 2021-03-31 | $621k | 2.7k | 231.80 |
| 2020-06-30 | $723k | 5.7k | 126.46 |
| 2020-03-31 | $2.0M | 17k | 120.00 |
| 2019-12-31 | $887k | 6.0k | 147.61 |
| 2019-09-30 | $555k | 4.4k | 126.39 |
| 2019-06-30 | $390k | 2.9k | 136.36 |
| 2019-03-31 | $1.1M | 8.3k | 135.44 |
| 2018-12-31 | $1.1M | 8.8k | 127.11 |
| 2018-09-30 | $1.4M | 9.3k | 152.49 |
| 2016-03-31 | $241k | 3.2k | 76.31 |
| 2015-12-31 | $227k | 3.3k | 67.78 |
| 2015-09-30 | $203k | 3.1k | 65.08 |
| 2015-06-30 | $290k | 3.4k | 84.77 |
| 2015-03-31 | $280k | 3.5k | 79.93 |
| 2014-12-31 | $277k | 3.0k | 91.45 |
| 2014-09-30 | $265k | 2.7k | 98.84 |
| 2014-06-30 | $459k | 4.2k | 108.46 |
| 2014-03-31 | $397k | 4.0k | 99.30 |