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Caterpillar shares owned by Tyler-Stone Wealth Management

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

Historical chart of Tyler-Stone Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Tyler-Stone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $341k 931 366.27
2023-12-31 $290k 980 295.71
2023-09-30 $267k 978 273.01
2023-06-30 $246k 1.0k 245.75
2022-12-31 $234k 978 239.26
2022-09-30 $160k 976 163.93
2022-06-30 $281k 1.6k 178.64
2022-03-31 $350k 1.6k 222.79
2021-12-31 $315k 1.5k 206.69