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Caterpillar shares owned by Ethic

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

Historical chart of Ethic investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Ethic

Quarter filed Position value Share count Share price at filing
2023-09-30 $11M 41k 273.00
2023-06-30 $9.3M 38k 246.05
2023-03-31 $8.7M 38k 228.84
2022-12-31 $6.8M 28k 239.56
2022-09-30 $2.4M 14k 164.08
2022-06-30 $2.1M 12k 178.77
2022-03-31 $4.7M 21k 222.82
2021-12-31 $3.6M 17k 206.76
2021-09-30 $1.9M 9.8k 191.92
2021-06-30 $1.0M 4.6k 217.53
2021-03-31 $1.3M 5.8k 231.81
2020-12-31 $892k 4.9k 181.93
2020-09-30 $507k 3.4k 149.07
2020-06-30 $344k 2.7k 126.66
2020-03-31 $290k 2.5k 116.19
2019-12-31 $291k 2.0k 147.64