Caterpillar shares owned by Essex Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.5M | 12k | 366.42 |
| 2023-12-31 | $3.4M | 11k | 295.68 |
| 2023-09-30 | $3.0M | 11k | 273.00 |
| 2023-06-30 | $2.8M | 11k | 246.05 |
| 2023-03-31 | $2.8M | 12k | 228.84 |
| 2022-12-31 | $2.8M | 12k | 239.49 |
| 2022-09-30 | $1.9M | 12k | 164.05 |
| 2022-06-30 | $2.4M | 13k | 178.77 |
| 2022-03-31 | $3.4M | 16k | 206.75 |
| 2021-12-31 | $3.4M | 16k | 206.75 |
| 2021-09-30 | $2.9M | 15k | 191.95 |
| 2021-06-30 | $1.9M | 8.0k | 231.82 |
| 2021-03-31 | $1.9M | 8.0k | 231.82 |
| 2020-12-31 | $1.7M | 9.3k | 182.21 |
| 2020-09-30 | $1.3M | 8.4k | 149.14 |
| 2020-06-30 | $917k | 7.2k | 126.54 |
| 2020-03-31 | $889k | 7.7k | 116.04 |
| 2019-12-31 | $1.1M | 7.3k | 147.62 |
| 2019-09-30 | $915k | 7.2k | 126.35 |
| 2019-06-30 | $1.0M | 7.4k | 136.32 |
| 2019-03-31 | $1.0M | 7.4k | 135.43 |
| 2018-12-31 | $951k | 7.5k | 127.12 |
| 2018-09-30 | $1.1M | 7.5k | 152.48 |
| 2018-06-30 | $1.1M | 8.0k | 135.68 |
| 2018-03-31 | $1.2M | 8.0k | 147.32 |
| 2017-12-31 | $1.3M | 8.0k | 157.57 |
| 2017-09-30 | $1.2M | 9.4k | 124.67 |
| 2017-06-30 | $1.0M | 9.3k | 107.41 |
| 2017-03-31 | $1.1M | 12k | 92.74 |
| 2016-12-31 | $1.4M | 15k | 92.76 |
| 2016-09-30 | $1.4M | 15k | 88.79 |
| 2016-06-30 | $1.2M | 15k | 75.83 |
| 2016-03-31 | $1.2M | 15k | 76.52 |
| 2015-12-31 | $1.0M | 15k | 67.97 |
| 2015-09-30 | $918k | 14k | 65.38 |
| 2015-06-30 | $1.1M | 13k | 84.85 |
| 2015-03-31 | $1.1M | 14k | 80.01 |
| 2014-12-31 | $1.6M | 18k | 91.50 |
| 2014-09-30 | $1.6M | 17k | 99.01 |
| 2014-06-30 | $1.8M | 17k | 108.68 |
| 2014-03-31 | $1.7M | 17k | 99.38 |
| 2013-12-31 | $1.7M | 19k | 90.82 |
| 2013-09-30 | $1.6M | 19k | 83.38 |
| 2013-06-30 | $1.8M | 21k | 82.51 |
| 2013-03-31 | $1.7M | 20k | 86.95 |
| 2012-12-31 | $1.3M | 15k | 89.78 |
| 2012-09-30 | $1.2M | 14k | 86.03 |
| 2012-06-30 | $1.2M | 14k | 84.88 |
| 2012-03-31 | $1.3M | 12k | 106.54 |
| 2011-09-30 | $817k | 11k | 73.85 |
| 2011-06-30 | $1.1M | 11k | 106.44 |
| 2011-03-31 | $1.2M | 10k | 111.38 |