Caterpillar shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $440k | 1.2k | 366.43 |
| 2023-12-31 | $313k | 1.1k | 295.67 |
| 2023-09-30 | $289k | 1.1k | 273.00 |
| 2023-06-30 | $261k | 1.1k | 246.05 |
| 2023-03-31 | $243k | 1.1k | 228.84 |
| 2022-12-31 | $254k | 1.1k | 239.56 |
| 2022-03-31 | $236k | 1.1k | 222.64 |
| 2021-12-31 | $219k | 1.1k | 206.60 |
| 2021-09-30 | $203k | 1.1k | 191.51 |
| 2021-06-30 | $231k | 1.1k | 217.92 |
| 2021-03-31 | $246k | 1.1k | 232.08 |
| 2014-06-30 | $209k | 1.9k | 108.85 |
| 2013-06-30 | $237k | 2.9k | 82.58 |
| 2013-03-31 | $676k | 7.8k | 87.00 |
| 2012-12-31 | $706k | 7.9k | 89.67 |
| 2012-09-30 | $720k | 8.4k | 86.00 |
| 2012-06-30 | $717k | 8.4k | 84.89 |
| 2012-03-31 | $761k | 7.1k | 106.49 |
| 2011-12-31 | $647k | 7.1k | 90.54 |
| 2011-03-31 | $470k | 4.2k | 111.37 |
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