Caterpillar shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.1M | 17k | 366.43 |
| 2023-09-30 | $4.7M | 17k | 273.00 |
| 2023-06-30 | $4.2M | 17k | 246.05 |
| 2023-03-31 | $4.0M | 17k | 228.84 |
| 2022-12-31 | $4.1M | 17k | 239.56 |
| 2022-09-30 | $2.8M | 17k | 164.05 |
| 2022-06-30 | $3.1M | 17k | 178.78 |
| 2022-03-31 | $3.6M | 16k | 222.83 |
| 2021-12-31 | $3.3M | 16k | 206.74 |
| 2021-09-30 | $2.9M | 15k | 191.99 |
| 2021-06-30 | $3.3M | 15k | 217.63 |
| 2021-03-31 | $3.4M | 15k | 231.88 |
| 2020-12-31 | $2.7M | 15k | 182.05 |
| 2020-09-30 | $2.2M | 15k | 149.13 |
| 2020-06-30 | $2.4M | 19k | 126.49 |
| 2020-03-31 | $2.2M | 19k | 116.06 |
| 2019-12-31 | $2.9M | 19k | 147.66 |
| 2019-09-30 | $2.5M | 20k | 126.29 |
More positions owned by Williams Jones Wealth Management
View all positions for Williams Jones Wealth Management