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Caterpillar shares owned by Nations Financial Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Nations Financial Group from 13F filings

Historical chart of Nations Financial Group investment in Caterpillar

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All positions including Caterpillar held by Nations Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Nations Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 5.6k 366.49
2023-12-31 $1.6M 5.2k 295.68
2023-09-30 $1.3M 4.8k 273.06
2023-06-30 $1.1M 4.6k 246.08
2023-03-31 $1.1M 4.9k 228.86
2022-12-31 $1.1M 4.7k 239.59
2022-09-30 $905k 5.5k 164.04
2022-06-30 $992k 5.6k 178.71
2022-03-31 $1.1M 5.1k 222.92
2021-12-31 $1.0M 4.9k 206.78
2021-09-30 $857k 4.5k 191.89
2021-06-30 $942k 4.3k 217.65
2021-03-31 $1.0M 4.4k 231.78
2020-12-31 $1.3M 6.9k 182.03
2020-09-30 $1.0M 6.9k 149.17
2020-06-30 $899k 7.1k 126.57
2020-03-31 $840k 7.2k 116.01
2019-12-31 $1.1M 7.2k 147.62
2019-09-30 $994k 7.2k 137.81
2019-06-30 $892k 6.5k 136.33
2019-03-31 $878k 6.5k 135.58
2018-12-31 $821k 6.5k 127.15
2018-09-30 $930k 6.1k 152.51
2018-06-30 $811k 6.0k 135.66
2018-03-31 $897k 6.1k 147.46
2017-12-31 $682k 4.3k 157.69
2017-09-30 $539k 4.3k 124.65
2017-06-30 $505k 4.7k 107.45
2017-03-31 $375k 4.0k 92.84
2016-12-31 $483k 5.2k 92.71
2016-09-30 $973k 11k 88.75
2016-06-30 $799k 11k 75.85
2016-03-31 $709k 9.3k 76.47
2015-12-31 $671k 9.9k 67.96