Caterpillar shares owned by Inverness Counsel
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Inverness Counsel
from 13F filings
Historical chart of Inverness Counsel investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Inverness Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Inverness Counsel
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-09-30 | $493k | 3.0k | 164.22 |
2021-12-31 | $7.0M | 34k | 206.75 |
2021-09-30 | $11M | 57k | 191.97 |