Caterpillar shares owned by NEXT Financial
Historical chart of NEXT Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $1.8M | 8.8k | 206.71 |
| 2021-09-30 | $1.7M | 9.0k | 191.94 |
| 2021-06-30 | $2.2M | 10k | 217.65 |
| 2021-03-31 | $2.2M | 9.4k | 231.72 |
| 2020-12-31 | $1.7M | 9.2k | 182.06 |
| 2020-09-30 | $1.3M | 8.6k | 149.12 |
| 2020-06-30 | $870k | 6.9k | 126.47 |
| 2020-03-31 | $1.1M | 9.8k | 116.06 |
| 2019-12-31 | $1.5M | 8.3k | 181.82 |
| 2019-09-30 | $771k | 8.5k | 90.91 |
| 2019-06-30 | $1.1M | 7.9k | 142.86 |
| 2019-03-31 | $455k | 3.4k | 135.34 |
| 2018-12-31 | $938k | 7.4k | 127.07 |
| 2018-09-30 | $722k | 4.7k | 152.48 |
| 2018-06-30 | $713k | 5.3k | 135.60 |
| 2018-03-31 | $1.1M | 7.4k | 147.35 |
| 2017-12-31 | $800k | 5.1k | 157.57 |
| 2017-09-30 | $742k | 5.7k | 130.63 |
| 2017-06-30 | $701k | 6.5k | 107.40 |
| 2017-03-31 | $896k | 8.8k | 102.20 |
| 2016-12-31 | $1.5M | 16k | 92.72 |
| 2016-09-30 | $1.5M | 17k | 88.76 |
| 2016-06-30 | $666k | 8.8k | 75.72 |
| 2016-03-31 | $730k | 9.5k | 76.52 |
| 2015-12-31 | $563k | 8.3k | 67.89 |
| 2015-09-30 | $548k | 8.4k | 65.32 |
| 2015-06-30 | $690k | 8.1k | 84.77 |
| 2015-03-31 | $895k | 11k | 80.03 |
| 2014-12-31 | $777k | 8.5k | 91.57 |
| 2014-09-30 | $1.6M | 16k | 99.03 |
| 2014-06-30 | $1.8M | 18k | 103.27 |