Caterpillar shares owned by CWM
Historical chart of CWM investment in Caterpillar
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Quarterly reported holdings in Caterpillar by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $20M | 55k | 366.43 |
| 2023-12-31 | $14M | 48k | 295.66 |
| 2023-09-30 | $9.8M | 36k | 273.00 |
| 2023-06-30 | $5.0M | 20k | 246.07 |
| 2023-03-31 | $4.6M | 20k | 228.83 |
| 2022-12-31 | $4.4M | 18k | 239.55 |
| 2022-09-30 | $2.4M | 15k | 164.07 |
| 2022-06-30 | $3.0M | 17k | 178.79 |
| 2022-03-31 | $3.4M | 15k | 222.83 |
| 2021-12-31 | $3.0M | 15k | 206.71 |
| 2021-06-30 | $2.4M | 11k | 217.58 |
| 2021-03-31 | $2.4M | 10k | 231.89 |
| 2020-12-31 | $1.5M | 8.4k | 182.07 |
| 2020-09-30 | $2.4M | 11k | 217.58 |
| 2020-06-30 | $2.4M | 11k | 217.58 |
| 2020-03-31 | $2.4M | 11k | 217.58 |
| 2019-12-31 | $2.4M | 11k | 217.58 |
| 2019-09-30 | $2.4M | 11k | 217.58 |
| 2019-06-30 | $830k | 6.1k | 136.36 |
| 2019-03-31 | $2.4M | 11k | 217.58 |
| 2018-12-31 | $356k | 2.8k | 127.05 |
| 2018-09-30 | $306k | 2.0k | 152.62 |
| 2018-06-30 | $240k | 1.8k | 135.82 |
| 2018-03-31 | $238k | 1.6k | 147.64 |
| 2017-12-31 | $254k | 1.6k | 157.57 |
| 2017-09-30 | $207k | 1.7k | 124.70 |
| 2017-06-30 | $184k | 1.7k | 107.60 |
| 2017-03-31 | $166k | 1.8k | 92.95 |
| 2016-12-31 | $308k | 3.3k | 92.88 |
| 2016-09-30 | $246k | 2.8k | 88.68 |
| 2016-06-30 | $195k | 2.6k | 75.76 |
| 2016-03-31 | $66k | 866 | 76.21 |
| 2015-12-31 | $5.1M | 76k | 67.96 |
| 2015-09-30 | $4.8M | 73k | 65.35 |
| 2015-06-30 | $12M | 143k | 84.82 |
| 2013-12-31 | $75k | 827 | 90.69 |
| 2013-09-30 | $786k | 9.4k | 83.37 |