Caterpillar shares owned by Executive Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Executive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $880k | 2.4k | 363.80 |
| 2023-12-31 | $706k | 2.4k | 295.77 |
| 2023-09-30 | $413k | 1.5k | 273.16 |
| 2023-06-30 | $287k | 1.2k | 246.21 |
| 2023-03-31 | $254k | 1.1k | 229.02 |
| 2022-12-31 | $276k | 1.2k | 239.71 |
| 2022-06-30 | $211k | 1.2k | 178.21 |
| 2022-03-31 | $260k | 1.2k | 222.03 |
| 2021-12-31 | $239k | 1.2k | 206.57 |
| 2021-09-30 | $219k | 1.1k | 191.27 |
| 2021-06-30 | $249k | 1.1k | 217.09 |
| 2021-03-31 | $312k | 1.3k | 231.97 |
| 2020-12-31 | $201k | 1.1k | 181.41 |
| 2020-09-30 | $248k | 1.7k | 149.04 |
| 2019-09-30 | $188k | 1.5k | 126.26 |
| 2019-06-30 | $223k | 1.6k | 136.56 |
| 2019-03-31 | $112k | 827 | 135.43 |
| 2018-12-31 | $125k | 982 | 127.29 |
More positions owned by Executive Wealth Management
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