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Caterpillar shares owned by Callahan Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Callahan Advisors from 13F filings

Historical chart of Callahan Advisors investment in Caterpillar

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All positions including Caterpillar held by Callahan Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Callahan Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 58k 366.43
2023-12-31 $19M 64k 295.67
2023-09-30 $18M 65k 273.00
2023-06-30 $16M 64k 246.05
2023-03-31 $13M 57k 228.84
2022-12-31 $12M 50k 239.56
2022-09-30 $7.7M 47k 164.08
2022-06-30 $7.9M 44k 178.77
2022-03-31 $9.8M 44k 222.81
2021-12-31 $8.6M 42k 206.75
2021-09-30 $7.4M 38k 191.96
2021-06-30 $8.4M 38k 217.63
2021-03-31 $8.8M 38k 231.86
2020-12-31 $7.3M 40k 182.01
2020-09-30 $6.4M 43k 149.14
2020-06-30 $5.8M 46k 126.50
2020-03-31 $6.5M 56k 116.04
2019-12-31 $8.2M 56k 147.68
2019-09-30 $6.5M 52k 126.32
2019-06-30 $6.9M 51k 136.29
2019-03-31 $6.5M 48k 135.48
2018-12-31 $4.3M 34k 127.07
2018-09-30 $4.0M 26k 152.51
2018-06-30 $2.3M 17k 135.65
2018-03-31 $1.7M 12k 147.42
2017-12-31 $1.9M 12k 157.56
2017-09-30 $1.4M 11k 124.71
2017-06-30 $1.1M 11k 107.50
2017-03-31 $981k 11k 92.76
2016-12-31 $1.2M 13k 92.73
2016-09-30 $1.3M 15k 88.78
2016-06-30 $1.2M 15k 75.84
2016-03-31 $1.4M 18k 76.52
2015-12-31 $3.2M 47k 67.95
2015-09-30 $3.3M 51k 65.36
2015-06-30 $4.5M 54k 84.83
2015-03-31 $4.4M 55k 80.02
2014-12-31 $4.8M 53k 91.53
2014-09-30 $5.1M 51k 99.04
2014-06-30 $5.6M 52k 108.68
2014-03-31 $5.0M 51k 99.37
2013-12-31 $4.5M 50k 90.82
2013-09-30 $4.0M 48k 83.40
2013-06-30 $3.8M 46k 82.49
2013-03-31 $4.1M 47k 86.96
2012-12-31 $4.0M 45k 89.62
2012-09-30 $3.7M 43k 86.04
2012-06-30 $3.6M 42k 84.92
2012-03-31 $4.3M 40k 106.51
2011-12-31 $3.6M 40k 90.60
2011-09-30 $2.6M 36k 73.84
2011-06-30 $3.7M 35k 106.45
2011-03-31 $3.9M 35k 111.34