Caterpillar shares owned by Balentine
Historical chart of Balentine investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Balentine
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 4.3k | 295.67 |
| 2023-09-30 | $1.1M | 4.1k | 273.00 |
| 2023-06-30 | $979k | 4.0k | 246.05 |
| 2023-03-31 | $811k | 3.5k | 228.84 |
| 2022-12-31 | $795k | 3.3k | 239.56 |
| 2022-09-30 | $480k | 2.9k | 164.16 |
| 2022-06-30 | $620k | 3.5k | 178.88 |
| 2022-03-31 | $695k | 3.1k | 222.97 |
| 2021-12-31 | $465k | 2.2k | 206.94 |
| 2021-09-30 | $254k | 1.3k | 192.13 |
| 2021-06-30 | $272k | 1.3k | 217.25 |
| 2021-03-31 | $293k | 1.3k | 232.17 |
| 2020-12-31 | $224k | 1.2k | 182.11 |
| 2020-06-30 | $149k | 1.2k | 126.49 |
| 2020-03-31 | $121k | 1.0k | 115.57 |
| 2019-12-31 | $161k | 1.1k | 147.84 |
| 2019-09-30 | $832k | 6.6k | 126.35 |
| 2019-06-30 | $800k | 5.9k | 136.22 |
| 2019-03-31 | $895k | 6.6k | 135.54 |
| 2018-12-31 | $851k | 6.7k | 127.03 |
| 2018-09-30 | $198k | 1.3k | 152.54 |
| 2017-12-31 | $662k | 4.2k | 157.66 |
| 2017-09-30 | $524k | 4.2k | 124.82 |
| 2017-06-30 | $604k | 5.6k | 107.40 |
| 2017-03-31 | $522k | 5.6k | 92.83 |
| 2016-12-31 | $521k | 5.6k | 92.67 |
| 2016-09-30 | $499k | 5.6k | 88.77 |
| 2016-06-30 | $8.0k | 107 | 74.77 |
| 2016-03-31 | $8.0k | 106 | 75.47 |
| 2015-12-31 | $7.0k | 104 | 67.31 |
| 2015-09-30 | $39k | 603 | 64.68 |
| 2015-06-30 | $9.0k | 102 | 88.24 |
| 2015-03-31 | $8.0k | 101 | 79.21 |