Caterpillar shares owned by Financial Perspectives
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $384k | 1.0k | 366.43 |
| 2023-12-31 | $310k | 1.0k | 295.67 |
| 2023-09-30 | $274k | 1.0k | 273.00 |
| 2023-06-30 | $241k | 980 | 246.05 |
| 2023-03-31 | $224k | 980 | 228.84 |
| 2022-12-31 | $235k | 980 | 239.56 |
| 2022-09-30 | $161k | 980 | 164.08 |
| 2022-06-30 | $175k | 980 | 178.76 |
| 2022-03-31 | $218k | 980 | 222.82 |
| 2021-12-31 | $203k | 980 | 206.74 |
| 2021-09-30 | $188k | 980 | 191.97 |
| 2021-06-30 | $213k | 980 | 217.63 |
| 2021-03-31 | $980k | 227k | 4.31 |
| 2020-12-31 | $178k | 980 | 182.02 |
| 2020-09-30 | $135k | 903 | 149.15 |
| 2020-06-30 | $114k | 903 | 126.50 |
| 2020-03-31 | $113k | 977 | 116.04 |
| 2019-12-31 | $118k | 800 | 147.68 |