Caterpillar shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $771k | 2.6k | 295.67 |
| 2023-09-30 | $712k | 2.6k | 273.00 |
| 2023-06-30 | $660k | 2.7k | 246.05 |
| 2023-03-31 | $648k | 2.8k | 228.84 |
| 2022-12-31 | $646k | 2.7k | 239.56 |
| 2022-09-30 | $459k | 2.8k | 164.10 |
| 2022-06-30 | $625k | 3.5k | 178.72 |
| 2022-03-31 | $779k | 3.5k | 222.76 |
| 2021-12-31 | $723k | 3.5k | 206.75 |
| 2021-09-30 | $671k | 3.5k | 191.88 |
| 2021-06-30 | $727k | 3.3k | 217.66 |
| 2021-03-31 | $786k | 3.4k | 231.86 |
| 2020-12-31 | $612k | 3.4k | 181.93 |
| 2020-09-30 | $502k | 3.4k | 149.23 |
| 2020-06-30 | $501k | 4.0k | 126.39 |
| 2020-03-31 | $460k | 4.0k | 116.04 |
| 2019-12-31 | $659k | 4.5k | 147.63 |
| 2019-09-30 | $583k | 4.6k | 126.35 |
| 2019-06-30 | $622k | 4.6k | 136.28 |
| 2019-03-31 | $618k | 4.6k | 135.41 |
| 2018-12-31 | $580k | 4.6k | 127.08 |
| 2018-09-30 | $711k | 4.7k | 152.44 |
| 2018-06-30 | $640k | 4.7k | 135.77 |
| 2018-03-31 | $709k | 4.8k | 147.28 |
| 2017-12-31 | $1.2M | 7.5k | 157.57 |
| 2017-09-30 | $942k | 7.6k | 124.77 |
| 2017-06-30 | $892k | 8.3k | 107.47 |
| 2017-03-31 | $770k | 8.3k | 92.77 |
| 2016-12-31 | $844k | 9.1k | 92.75 |
| 2016-09-30 | $879k | 9.9k | 88.79 |
| 2016-06-30 | $788k | 10k | 75.77 |
| 2016-03-31 | $846k | 11k | 76.56 |
| 2015-12-31 | $751k | 11k | 67.96 |
| 2015-09-30 | $961k | 15k | 65.37 |
| 2015-06-30 | $1.2M | 15k | 84.83 |
| 2015-03-31 | $1.2M | 15k | 80.00 |
| 2014-12-31 | $1.4M | 15k | 91.56 |
| 2014-09-30 | $1.5M | 15k | 99.03 |
| 2014-06-30 | $1.7M | 16k | 108.65 |
| 2014-03-31 | $1.6M | 16k | 99.37 |
| 2013-12-31 | $1.6M | 18k | 90.83 |
More positions owned by Fernwood Investment Management
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