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Caterpillar shares owned by Leavell Investment Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Leavell Investment Management from 13F filings

Historical chart of Leavell Investment Management investment in Caterpillar

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All positions including Caterpillar held by Leavell Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Leavell Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 12k 366.46
2023-12-31 $3.5M 12k 295.67
2023-09-30 $3.5M 13k 272.99
2023-06-30 $3.1M 13k 246.05
2023-03-31 $3.0M 13k 228.88
2022-12-31 $2.8M 12k 239.54
2022-09-30 $2.0M 12k 164.04
2022-06-30 $2.1M 12k 178.77
2022-03-31 $2.7M 12k 222.85
2021-12-31 $2.4M 12k 206.71
2021-09-30 $2.7M 14k 191.94
2021-06-30 $3.5M 15k 231.91
2021-03-31 $3.5M 15k 231.91
2020-12-31 $2.1M 12k 182.02
2020-09-30 $1.9M 13k 149.12
2020-06-30 $1.6M 13k 126.53
2020-03-31 $1.5M 13k 116.03
2019-12-31 $1.8M 12k 147.70
2019-09-30 $1.6M 13k 126.32
2019-06-30 $1.6M 12k 136.28
2019-03-31 $1.6M 12k 135.52
2018-12-31 $1.6M 13k 127.08
2018-09-30 $1.9M 12k 152.47
2018-06-30 $1.6M 12k 135.68
2018-03-31 $1.8M 12k 147.39
2017-12-31 $2.1M 14k 157.61
2017-09-30 $1.7M 14k 124.67
2017-06-30 $1.5M 14k 107.45
2017-03-31 $1.3M 14k 92.79
2016-12-31 $1.4M 15k 92.76
2016-09-30 $1.8M 20k 88.76
2016-06-30 $1.5M 20k 75.82
2016-03-31 $1.7M 22k 76.54
2015-12-31 $1.5M 22k 67.94
2015-09-30 $1.5M 23k 65.36
2015-06-30 $2.0M 24k 84.83
2015-03-31 $2.0M 25k 80.02
2014-12-31 $2.3M 26k 91.53
2014-09-30 $2.5M 26k 99.04
2014-06-30 $2.8M 26k 108.68
2014-03-31 $2.6M 26k 99.35
2013-12-31 $2.3M 26k 90.80
2013-09-30 $2.1M 26k 83.42
2013-06-30 $3.0M 36k 82.49
2013-03-31 $3.1M 36k 86.97
2012-12-31 $3.3M 36k 89.60
2012-09-30 $3.1M 36k 86.03
2012-06-30 $3.0M 35k 84.90
2012-03-31 $3.7M 34k 106.53
2011-12-31 $3.1M 34k 90.59
2011-09-30 $2.5M 34k 73.85
2011-06-30 $5.0M 45k 111.36
2011-03-31 $5.0M 45k 111.36
2010-09-30 $3.6M 46k 78.68
2010-06-30 $2.8M 47k 60.07

More positions owned by Leavell Investment Management

NVIDIA Corporation (NVDA)
Vanguard Mega Cap ETF Mega Cap Index (MGC)
Apple (AAPL)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)
Blackstone Group Com Cl A (BX)
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)
Vanguard Small Cap ETF Small Cp Etf (VB)
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
SCHW Intl Eq ETF Intl Eqty Etf (SCHF)
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)
JPMorgan Chase & Co. (JPM)

View all positions for Leavell Investment Management

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada

View all funds holding Caterpillar