Caterpillar shares owned by Wells Trecaso Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wells Trecaso Financial Group
from 13F filings
Historical chart of Wells Trecaso Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wells Trecaso Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.8M | 16k | 366.43 |
| 2023-12-31 | $4.5M | 15k | 295.67 |
| 2023-09-30 | $3.7M | 14k | 273.01 |
| 2023-06-30 | $3.2M | 13k | 246.05 |
| 2023-03-31 | $409k | 1.8k | 228.84 |
| 2022-12-31 | $428k | 1.8k | 239.56 |
| 2022-09-30 | $300k | 1.8k | 163.93 |
| 2022-06-30 | $327k | 1.8k | 178.69 |
| 2022-03-31 | $397k | 1.8k | 223.03 |
| 2021-12-31 | $319k | 1.5k | 206.47 |
| 2021-09-30 | $244k | 1.3k | 192.13 |
| 2021-06-30 | $276k | 1.3k | 217.32 |
| 2021-03-31 | $315k | 1.4k | 231.62 |
| 2020-12-31 | $246k | 1.4k | 182.22 |
| 2020-06-30 | $130k | 1.0k | 126.83 |
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