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Caterpillar shares owned by Endurance Wealth Management

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

Historical chart of Endurance Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Endurance Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $163k 664 245.48
2023-03-31 $152k 664 228.92
2022-12-31 $159k 664 239.46
2022-09-30 $108k 660 163.64
2022-06-30 $118k 660 178.79
2022-03-31 $147k 660 222.73
2021-12-31 $136k 660 206.06
2021-09-30 $127k 660 192.42
2021-06-30 $143k 660 216.67
2021-03-31 $153k 660 231.82
2020-12-31 $120k 660 181.82
2020-09-30 $98k 660 148.48
2020-06-30 $86k 680 126.47
2020-03-31 $108k 730 147.95
2019-12-31 $108k 730 147.95
2019-09-30 $92k 730 126.03
2019-06-30 $97k 715 135.66
2019-03-31 $97k 715 135.66
2018-12-31 $82k 645 127.13
2018-09-30 $98k 645 151.94
2018-06-30 $88k 645 136.43
2018-03-31 $158k 1.1k 147.66
2017-12-31 $113k 720 156.94
2017-09-30 $96k 770 124.68
2017-06-30 $83k 770 107.79
2017-03-31 $63k 675 93.33
2016-12-31 $81k 875 92.57
2016-09-30 $323k 4.0k 80.00
2016-06-30 $511k 6.4k 80.00
2016-03-31 $1.1M 14k 80.00
2015-12-31 $1.0M 15k 67.97
2015-09-30 $1.4M 19k 70.48
2015-06-30 $1.9M 22k 84.81
2015-03-31 $1.9M 24k 80.01
2014-12-31 $3.8M 41k 91.52
2014-09-30 $4.3M 43k 99.01
2014-06-30 $4.9M 45k 108.67
2014-03-31 $4.5M 46k 99.37
2013-12-31 $3.4M 37k 90.79
2013-09-30 $2.6M 31k 83.39
2013-06-30 $2.3M 28k 82.47
2013-03-31 $1.8M 21k 86.93
2012-12-31 $1.6M 18k 89.59
2012-09-30 $1.1M 13k 86.03
2012-06-30 $1.1M 13k 84.87
2012-03-31 $1.2M 12k 106.44