Caterpillar shares owned by Adell, Harriman, & Carpenter
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Adell, Harriman, & Carpenter
from 13F filings
Historical chart of Adell, Harriman, & Carpenter investment in Caterpillar
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All positions including Caterpillar held by Adell, Harriman, & Carpenter consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Adell, Harriman, & Carpenter
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $960k | 2.6k | 366.49 |
| 2023-12-31 | $860k | 2.9k | 295.67 |
| 2023-09-30 | $849k | 3.1k | 273.00 |
| 2023-06-30 | $998k | 4.0k | 247.33 |
| 2023-03-31 | $895k | 3.9k | 228.84 |
| 2022-12-31 | $1.8M | 7.3k | 239.58 |
| 2022-09-30 | $1.5M | 9.2k | 164.09 |
| 2022-06-30 | $1.8M | 9.9k | 178.76 |
| 2022-03-31 | $2.1M | 9.6k | 222.82 |
| 2021-12-31 | $1.9M | 9.2k | 206.74 |
| 2021-09-30 | $1.7M | 9.1k | 191.97 |
| 2021-06-30 | $1.6M | 7.1k | 217.63 |
| 2021-03-31 | $1.6M | 6.8k | 231.87 |
| 2020-12-31 | $228k | 1.3k | 182.02 |
| 2015-09-30 | $405k | 6.2k | 65.36 |
| 2015-06-30 | $1.0M | 12k | 84.82 |
| 2015-03-31 | $835k | 10k | 80.03 |
| 2014-12-31 | $1.6M | 18k | 91.53 |
| 2014-09-30 | $1.8M | 17k | 108.67 |
| 2014-06-30 | $1.8M | 17k | 108.67 |
| 2014-03-31 | $1.6M | 16k | 99.37 |
| 2013-12-31 | $969k | 11k | 90.81 |
| 2013-09-30 | $1.6M | 20k | 83.40 |
| 2013-06-30 | $1.8M | 21k | 82.49 |
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