Caterpillar shares owned by Chartwell Investment Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Chartwell Investment Partners
from 13F filings
Historical chart of Chartwell Investment Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Chartwell Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.3M | 18k | 295.67 |
| 2023-09-30 | $6.7M | 25k | 273.00 |
| 2023-06-30 | $6.0M | 25k | 246.05 |
| 2023-03-31 | $5.5M | 24k | 228.83 |
| 2022-12-31 | $11M | 48k | 239.54 |
| 2022-09-30 | $11M | 68k | 164.07 |
| 2022-06-30 | $16M | 91k | 178.76 |
| 2022-03-31 | $21M | 96k | 222.82 |
| 2021-12-31 | $23M | 110k | 206.74 |
| 2021-09-30 | $20M | 102k | 191.98 |
| 2021-06-30 | $24M | 110k | 217.63 |
| 2021-03-31 | $21M | 89k | 231.88 |
| 2020-12-31 | $16M | 88k | 182.01 |
| 2020-09-30 | $14M | 91k | 149.15 |
| 2020-06-30 | $12M | 92k | 126.50 |
| 2020-03-31 | $11M | 96k | 116.04 |
| 2019-12-31 | $14M | 93k | 147.68 |
| 2019-09-30 | $11M | 84k | 126.31 |
| 2019-06-30 | $11M | 84k | 136.28 |
| 2019-03-31 | $11M | 79k | 135.49 |
| 2018-12-31 | $9.7M | 77k | 127.07 |
| 2018-09-30 | $12M | 81k | 152.49 |
| 2018-06-30 | $11M | 84k | 135.66 |
| 2018-03-31 | $10M | 69k | 147.38 |
| 2017-12-31 | $8.1M | 51k | 157.58 |
| 2017-09-30 | $6.3M | 50k | 124.71 |
| 2014-06-30 | $2.1M | 19k | 108.66 |
More positions owned by Chartwell Investment Partners
View all positions for Chartwell Investment Partners