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Caterpillar shares owned by Callan Capital

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

Historical chart of Callan Capital investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Callan Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $568k 1.6k 366.43
2023-12-31 $364k 1.2k 295.67
2023-09-30 $595k 2.2k 273.00
2023-06-30 $480k 2.0k 246.05
2023-03-31 $455k 2.0k 228.84
2022-12-31 $476k 2.0k 239.56
2022-03-31 $222k 995 223.12