Caterpillar shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 4.6k | 366.40 |
| 2023-12-31 | $1.5M | 5.0k | 295.69 |
| 2023-09-30 | $1.4M | 5.1k | 272.98 |
| 2023-06-30 | $1.3M | 5.1k | 246.05 |
| 2023-03-31 | $1.1M | 4.7k | 228.83 |
| 2022-12-31 | $919k | 3.8k | 239.55 |
| 2022-09-30 | $629k | 3.8k | 164.02 |
| 2022-06-30 | $686k | 3.8k | 178.88 |
| 2022-03-31 | $854k | 3.8k | 222.74 |
| 2021-12-31 | $813k | 3.9k | 206.66 |
| 2021-09-30 | $736k | 3.8k | 192.02 |
| 2021-06-30 | $834k | 3.8k | 217.58 |
| 2021-03-31 | $1.2M | 5.1k | 231.95 |
| 2020-12-31 | $1.1M | 5.8k | 181.93 |
| 2020-09-30 | $886k | 5.9k | 149.13 |
| 2020-06-30 | $860k | 6.8k | 126.49 |
| 2020-03-31 | $1.1M | 9.3k | 115.97 |
| 2019-12-31 | $1.5M | 10k | 147.66 |
| 2019-09-30 | $1.9M | 15k | 126.25 |
| 2019-06-30 | $1.2M | 8.5k | 136.25 |
| 2019-03-31 | $1.2M | 8.5k | 135.44 |
| 2018-12-31 | $1.2M | 9.1k | 127.06 |
More positions owned by Xcel Wealth Management
Home Depot (HD)
View all positions for Xcel Wealth Management