Caterpillar shares owned by Nelson, Van Denburg & Campbell Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Nelson, Van Denburg & Campbell Wealth Management
from 13F filings
Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Nelson, Van Denburg & Campbell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 3.4k | 366.49 |
| 2023-12-31 | $692k | 2.3k | 295.70 |
| 2023-09-30 | $508k | 1.9k | 273.06 |
| 2023-06-30 | $493k | 2.0k | 246.06 |
| 2023-03-31 | $477k | 2.1k | 228.87 |
| 2022-12-31 | $252k | 1.1k | 239.68 |
| 2022-09-30 | $155k | 948 | 163.50 |
| 2022-06-30 | $142k | 794 | 178.84 |
| 2022-03-31 | $202k | 910 | 221.98 |
| 2021-12-31 | $207k | 1.0k | 206.59 |
| 2021-09-30 | $232k | 1.2k | 191.58 |
| 2021-06-30 | $214k | 985 | 217.26 |
| 2021-03-31 | $216k | 934 | 231.26 |
| 2020-12-31 | $180k | 991 | 181.63 |
| 2020-09-30 | $155k | 1.0k | 148.47 |
| 2020-06-30 | $137k | 1.1k | 126.50 |
| 2020-03-31 | $53k | 464 | 114.22 |
| 2019-12-31 | $76k | 563 | 134.99 |
| 2019-09-30 | $90k | 757 | 118.89 |
| 2019-06-30 | $71k | 562 | 126.33 |
| 2019-03-31 | $488k | 3.7k | 131.24 |
| 2018-12-31 | $467k | 3.7k | 125.64 |
| 2018-09-30 | $559k | 3.7k | 150.39 |
| 2018-06-30 | $498k | 3.7k | 133.98 |
| 2018-03-31 | $224k | 1.6k | 142.86 |
| 2017-12-31 | $239k | 1.6k | 152.52 |
| 2017-09-30 | $190k | 1.6k | 121.79 |
| 2017-06-30 | $168k | 1.6k | 105.20 |
| 2017-03-31 | $137k | 1.5k | 91.70 |
| 2016-12-31 | $137k | 1.5k | 91.70 |
| 2016-09-30 | $135k | 1.5k | 88.06 |
| 2016-06-30 | $115k | 1.5k | 76.01 |
| 2016-03-31 | $32k | 413 | 77.48 |
| 2015-12-31 | $38k | 563 | 67.50 |
| 2015-09-30 | $37k | 562 | 65.84 |
| 2015-06-30 | $40k | 477 | 83.86 |
| 2015-03-31 | $76k | 951 | 79.92 |
| 2014-12-31 | $82k | 901 | 91.01 |
| 2014-09-30 | $101k | 1.0k | 99.21 |
| 2014-06-30 | $111k | 1.0k | 109.14 |
| 2014-03-31 | $136k | 1.4k | 99.49 |
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