Caterpillar shares owned by Investment House
Historical chart of Investment House investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Investment House consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Investment House
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 5.6k | 366.43 |
| 2023-12-31 | $1.7M | 5.6k | 295.67 |
| 2023-09-30 | $1.5M | 5.6k | 273.00 |
| 2023-06-30 | $1.4M | 5.6k | 246.05 |
| 2023-03-31 | $1.4M | 6.2k | 228.82 |
| 2022-12-31 | $1.5M | 6.1k | 239.54 |
| 2022-09-30 | $975k | 5.9k | 164.14 |
| 2022-06-30 | $845k | 4.7k | 178.72 |
| 2022-03-31 | $1.1M | 4.7k | 222.72 |
| 2021-12-31 | $998k | 4.8k | 206.71 |
| 2021-09-30 | $927k | 4.8k | 192.01 |
| 2021-06-30 | $1.3M | 6.1k | 217.49 |
| 2021-03-31 | $1.4M | 6.1k | 231.90 |
| 2020-12-31 | $1.8M | 9.7k | 182.07 |
| 2020-09-30 | $1.5M | 10k | 149.11 |
| 2020-06-30 | $1.3M | 10k | 126.52 |
| 2020-03-31 | $743k | 6.4k | 115.99 |
| 2019-12-31 | $946k | 6.4k | 147.67 |
| 2019-09-30 | $809k | 6.4k | 126.29 |
| 2019-06-30 | $873k | 6.4k | 136.28 |
| 2019-03-31 | $875k | 6.5k | 135.53 |
| 2018-12-31 | $858k | 6.8k | 127.00 |
| 2018-09-30 | $1.5M | 10k | 152.52 |
| 2018-06-30 | $1.4M | 10k | 135.62 |
| 2018-03-31 | $1.5M | 9.9k | 147.41 |
| 2017-12-31 | $1.6M | 10k | 157.60 |
| 2017-09-30 | $1.3M | 10k | 124.68 |
| 2017-06-30 | $1.1M | 10k | 107.44 |
| 2017-03-31 | $991k | 11k | 92.73 |
| 2016-12-31 | $1.0M | 11k | 92.72 |
| 2016-09-30 | $975k | 11k | 88.74 |
| 2016-06-30 | $833k | 11k | 75.82 |
| 2016-03-31 | $940k | 12k | 76.50 |
| 2015-12-31 | $835k | 12k | 67.96 |
| 2015-09-30 | $852k | 13k | 65.36 |
| 2015-06-30 | $1.1M | 13k | 84.81 |
| 2015-03-31 | $1.1M | 13k | 80.01 |
| 2014-12-31 | $1.2M | 13k | 91.50 |
| 2014-09-30 | $1.3M | 13k | 99.03 |
| 2014-06-30 | $1.4M | 13k | 108.65 |
| 2014-03-31 | $1.4M | 14k | 99.31 |
| 2013-12-31 | $1.4M | 15k | 90.82 |
| 2013-09-30 | $1.3M | 16k | 83.40 |
| 2013-06-30 | $1.3M | 16k | 82.47 |
| 2012-12-31 | $1.5M | 16k | 89.62 |