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Caterpillar shares owned by Lincoln National

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lincoln National from 13F filings

Historical chart of Lincoln National investment in Caterpillar

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All positions including Caterpillar held by Lincoln National consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Lincoln National

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 16k 366.44
2023-12-31 $4.5M 15k 295.68
2023-09-30 $4.2M 15k 273.01
2023-06-30 $5.7M 23k 246.06
2023-03-31 $5.4M 24k 228.84
2022-12-31 $5.1M 21k 239.56
2022-09-30 $3.3M 20k 164.11
2022-06-30 $3.5M 20k 178.78
2022-03-31 $4.2M 19k 222.84
2021-12-31 $2.6M 13k 206.95
2021-09-30 $2.9M 15k 191.98
2021-06-30 $2.8M 13k 217.43
2021-03-31 $2.0M 8.4k 232.05
2020-12-31 $1.4M 7.5k 181.77
2020-09-30 $1.1M 7.6k 149.22
2020-06-30 $917k 7.3k 126.43
2020-03-31 $908k 7.8k 116.06
2019-12-31 $1.1M 7.4k 147.71
2019-09-30 $749k 5.9k 126.23
2019-06-30 $904k 6.6k 136.29
2019-03-31 $1.6M 12k 135.47
2018-12-31 $1.5M 12k 127.10
2018-09-30 $1.8M 12k 152.54
2018-06-30 $1.6M 12k 135.72
2018-03-31 $1.7M 11k 147.35
2017-12-31 $3.0M 19k 157.51
2017-09-30 $1.0M 8.2k 124.85
2017-06-30 $824k 7.7k 107.47
2017-03-31 $693k 7.5k 92.76
2016-12-31 $217k 2.3k 92.74
2016-09-30 $341k 3.8k 88.78
2016-06-30 $277k 3.7k 75.64
2016-03-31 $305k 4.0k 76.56
2015-12-31 $667k 11k 63.32
2015-09-30 $261k 4.0k 65.83
2015-06-30 $296k 3.6k 82.15
2015-03-31 $276k 3.4k 80.02
2014-12-31 $239k 2.6k 91.50
2014-03-31 $210k 2.1k 99.20