Caterpillar shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 9.4k | 366.41 |
| 2023-12-31 | $2.8M | 9.6k | 295.67 |
| 2023-09-30 | $2.6M | 9.5k | 272.99 |
| 2023-06-30 | $2.4M | 9.8k | 246.05 |
| 2023-03-31 | $2.2M | 9.7k | 228.85 |
| 2022-12-31 | $2.3M | 9.5k | 239.55 |
| 2022-09-30 | $1.5M | 9.3k | 164.11 |
| 2022-06-30 | $1.6M | 9.2k | 178.79 |
| 2022-03-31 | $2.0M | 8.9k | 222.84 |
| 2021-12-31 | $1.8M | 8.8k | 206.74 |
| 2021-09-30 | $1.6M | 8.4k | 192.02 |
| 2021-06-30 | $1.9M | 8.9k | 217.64 |
| 2021-03-31 | $2.1M | 8.8k | 231.93 |
| 2020-12-31 | $1.6M | 8.6k | 181.99 |
| 2020-09-30 | $1.3M | 8.8k | 149.17 |
| 2020-06-30 | $1.1M | 8.3k | 126.49 |
| 2020-03-31 | $930k | 8.0k | 116.06 |
| 2019-12-31 | $1.2M | 8.0k | 147.72 |
| 2019-09-30 | $956k | 7.6k | 126.37 |
| 2019-06-30 | $375k | 2.7k | 136.41 |
| 2019-03-31 | $371k | 2.7k | 135.55 |
| 2018-12-31 | $1.6M | 12k | 127.10 |
| 2018-09-30 | $1.8M | 12k | 152.49 |
| 2018-06-30 | $1.6M | 12k | 135.69 |
| 2018-03-31 | $1.8M | 12k | 147.39 |
| 2017-12-31 | $1.9M | 12k | 157.57 |
| 2017-09-30 | $310k | 2.5k | 124.70 |
| 2017-06-30 | $321k | 3.0k | 107.50 |
| 2017-03-31 | $277k | 3.0k | 92.77 |
| 2016-12-31 | $286k | 3.1k | 92.68 |
| 2016-09-30 | $274k | 3.1k | 88.79 |
| 2016-06-30 | $234k | 3.1k | 75.83 |
| 2016-03-31 | $236k | 3.1k | 76.47 |
| 2015-12-31 | $212k | 3.1k | 67.91 |
| 2015-09-30 | $204k | 3.1k | 65.34 |
| 2015-06-30 | $267k | 3.2k | 84.76 |
| 2015-03-31 | $252k | 3.2k | 80.00 |
| 2014-12-31 | $286k | 3.1k | 91.61 |
| 2014-09-30 | $241k | 2.4k | 98.93 |
| 2014-06-30 | $265k | 2.4k | 108.78 |
| 2014-03-31 | $242k | 2.4k | 99.34 |
| 2013-12-31 | $232k | 2.6k | 90.94 |
| 2013-09-30 | $236k | 2.8k | 83.36 |
| 2013-06-30 | $229k | 2.8k | 82.34 |
| 2013-03-31 | $238k | 2.7k | 86.86 |
| 2012-06-30 | $242k | 2.9k | 83.16 |
| 2012-03-31 | $235k | 2.2k | 106.82 |
| 2011-12-31 | $298k | 3.3k | 90.58 |
| 2011-09-30 | $243k | 3.3k | 73.86 |
| 2011-06-30 | $379k | 3.6k | 106.46 |
| 2011-03-31 | $396k | 3.6k | 111.24 |
| 2010-12-31 | $315k | 3.4k | 93.75 |
More positions owned by McKinley Carter Wealth Services
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