Mengis Capital Management »

Caterpillar shares owned by Mengis Capital Management

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

Historical chart of Mengis Capital Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Mengis Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $425k 1.4k 295.80
2023-09-30 $392k 1.4k 273.07
2023-06-30 $379k 1.5k 246.07
2023-03-31 $346k 1.5k 228.96
2022-12-31 $356k 1.5k 239.41
2022-09-30 $244k 1.5k 164.09
2022-06-30 $252k 1.4k 178.47
2022-03-31 $222k 997 222.67
2021-12-31 $211k 1.0k 206.46
2021-06-30 $242k 1.0k 231.14
2021-03-31 $242k 1.0k 231.14
2015-12-31 $200k 2.9k 67.93
2015-06-30 $245k 2.9k 84.75
2015-03-31 $229k 2.9k 79.76
2014-12-31 $260k 2.9k 91.23