Caterpillar shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $321k | 1.3k | 239.56 |
| 2022-09-30 | $220k | 1.3k | 164.06 |
| 2022-06-30 | $240k | 1.3k | 178.97 |
| 2022-03-31 | $305k | 1.4k | 222.47 |
| 2021-12-31 | $280k | 1.4k | 206.64 |
| 2021-09-30 | $260k | 1.4k | 191.88 |
| 2021-06-30 | $267k | 1.2k | 217.25 |
| 2021-03-31 | $285k | 1.2k | 231.90 |
| 2020-12-31 | $230k | 1.3k | 182.25 |
| 2019-12-31 | $230k | 1.6k | 147.91 |
| 2019-06-30 | $254k | 1.9k | 136.19 |
| 2019-03-31 | $253k | 1.9k | 135.66 |
| 2018-12-31 | $226k | 1.8k | 127.18 |
| 2018-09-30 | $251k | 1.6k | 152.58 |
| 2018-06-30 | $355k | 2.6k | 135.76 |
| 2018-03-31 | $385k | 2.6k | 149.98 |
| 2017-12-31 | $348k | 2.3k | 151.11 |
| 2017-09-30 | $248k | 2.0k | 124.81 |
| 2017-06-30 | $213k | 2.0k | 107.20 |
| 2017-03-31 | $202k | 2.0k | 101.66 |
| 2016-12-31 | $165k | 1.7k | 95.76 |
More positions owned by YorkBridge Wealth Partners
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