Caterpillar shares owned by Cumberland Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cumberland Advisors
from 13F filings
Historical chart of Cumberland Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cumberland Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 9.9k | 366.43 |
| 2023-12-31 | $2.9M | 9.9k | 295.67 |
| 2023-09-30 | $2.7M | 9.9k | 273.00 |
| 2023-06-30 | $2.4M | 9.9k | 246.05 |
| 2023-03-31 | $2.3M | 9.9k | 228.84 |
| 2022-12-31 | $2.4M | 9.9k | 239.56 |
| 2022-09-30 | $1.6M | 9.9k | 164.06 |
| 2022-06-30 | $1.8M | 9.9k | 178.78 |
| 2022-03-31 | $2.2M | 9.9k | 222.84 |
| 2021-12-31 | $2.0M | 9.6k | 206.70 |
| 2021-09-30 | $1.8M | 9.6k | 191.94 |
| 2021-06-30 | $2.1M | 9.6k | 217.59 |
| 2021-03-31 | $2.2M | 9.7k | 231.86 |
| 2020-12-31 | $1.8M | 10k | 182.01 |
| 2020-06-30 | $1.3M | 10k | 126.53 |
| 2020-03-31 | $1.2M | 11k | 116.00 |
| 2019-12-31 | $1.3M | 9.0k | 147.67 |
| 2019-09-30 | $448k | 3.6k | 126.20 |
| 2019-06-30 | $484k | 3.6k | 136.34 |
| 2019-03-31 | $481k | 3.6k | 135.49 |
| 2018-12-31 | $451k | 3.6k | 127.04 |