Caterpillar shares owned by Charter Trust
Historical chart of Charter Trust investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19M | 51k | 366.43 |
| 2023-12-31 | $15M | 52k | 295.67 |
| 2023-09-30 | $14M | 51k | 273.00 |
| 2023-06-30 | $13M | 52k | 246.05 |
| 2023-03-31 | $12M | 54k | 228.84 |
| 2022-12-31 | $13M | 55k | 239.56 |
| 2022-09-30 | $9.1M | 56k | 164.09 |
| 2022-06-30 | $10M | 57k | 178.75 |
| 2022-03-31 | $9.0M | 41k | 222.80 |
| 2021-12-31 | $8.6M | 42k | 206.74 |
| 2021-09-30 | $8.3M | 43k | 191.96 |
| 2021-06-30 | $9.7M | 44k | 217.62 |
| 2021-03-31 | $10M | 44k | 231.88 |
| 2020-12-31 | $7.9M | 44k | 182.02 |
| 2020-09-30 | $6.5M | 44k | 149.15 |
| 2020-06-30 | $6.1M | 48k | 126.50 |
| 2020-03-31 | $5.9M | 51k | 116.04 |
| 2019-12-31 | $10M | 69k | 147.68 |
| 2019-09-30 | $9.1M | 72k | 126.31 |
| 2019-06-30 | $10M | 73k | 136.29 |
| 2019-03-31 | $12M | 86k | 135.50 |
| 2018-12-31 | $11M | 87k | 127.07 |
| 2018-09-30 | $14M | 89k | 152.49 |
| 2018-06-30 | $12M | 90k | 135.67 |
| 2018-03-31 | $13M | 91k | 147.38 |
| 2017-12-31 | $11M | 72k | 157.58 |
| 2017-09-30 | $9.0M | 72k | 124.72 |
| 2017-06-30 | $7.8M | 72k | 107.46 |
| 2017-03-31 | $6.8M | 73k | 92.75 |
| 2016-12-31 | $7.1M | 77k | 92.74 |
| 2016-09-30 | $6.8M | 77k | 88.78 |
| 2016-06-30 | $5.8M | 77k | 75.81 |
| 2016-03-31 | $5.9M | 77k | 76.54 |
| 2015-12-31 | $4.9M | 73k | 67.95 |
| 2015-09-30 | $5.0M | 77k | 65.36 |
| 2015-06-30 | $6.1M | 72k | 84.82 |
| 2015-03-31 | $5.8M | 73k | 80.03 |
| 2014-12-31 | $6.7M | 74k | 91.52 |
| 2014-09-30 | $7.3M | 74k | 99.02 |
| 2014-06-30 | $8.2M | 75k | 108.67 |
| 2014-03-31 | $7.5M | 76k | 99.37 |
| 2013-12-31 | $6.8M | 75k | 90.81 |
| 2013-09-30 | $6.2M | 74k | 83.41 |
| 2013-06-30 | $6.0M | 73k | 82.49 |
| 2013-03-31 | $6.0M | 69k | 86.96 |
| 2012-12-31 | $6.2M | 70k | 89.60 |
| 2012-09-30 | $6.8M | 79k | 86.04 |
| 2012-06-30 | $6.5M | 77k | 84.91 |
| 2012-03-31 | $8.1M | 76k | 106.52 |
| 2011-12-31 | $7.0M | 77k | 90.61 |
| 2011-09-30 | $5.7M | 78k | 73.84 |
| 2011-06-30 | $8.3M | 78k | 106.46 |
| 2011-03-31 | $8.9M | 80k | 111.35 |