Caterpillar shares owned by Novare Capital Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Novare Capital Management
from 13F filings
Historical chart of Novare Capital Management investment in Caterpillar
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All positions including Caterpillar held by Novare Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $485k | 1.6k | 295.62 |
2023-09-30 | $448k | 1.6k | 272.95 |
2023-06-30 | $404k | 1.6k | 246.01 |
2023-03-31 | $376k | 1.6k | 228.80 |
2022-12-31 | $496k | 2.1k | 239.53 |
2022-09-30 | $365k | 2.2k | 164.27 |
2022-06-30 | $325k | 1.8k | 178.96 |
2022-03-31 | $399k | 1.8k | 222.66 |
2021-12-31 | $381k | 1.8k | 206.84 |
2021-09-30 | $377k | 2.0k | 192.15 |
2021-06-30 | $428k | 2.0k | 217.70 |
2021-03-31 | $273k | 1.5k | 182.00 |
2020-12-31 | $273k | 1.5k | 182.00 |
2020-09-30 | $224k | 1.5k | 149.33 |
2019-12-31 | $249k | 1.7k | 147.60 |
2019-06-30 | $204k | 1.5k | 136.00 |
2019-03-31 | $217k | 1.6k | 135.62 |
2018-12-31 | $203k | 1.6k | 126.88 |
2018-09-30 | $308k | 2.1k | 149.59 |
2018-06-30 | $280k | 2.1k | 135.99 |
2018-03-31 | $273k | 1.9k | 147.57 |
2017-12-31 | $292k | 1.9k | 157.84 |
2017-09-30 | $319k | 2.6k | 124.76 |
2017-06-30 | $236k | 2.2k | 107.37 |
2017-03-31 | $204k | 2.2k | 92.81 |
2016-12-31 | $204k | 2.2k | 92.81 |
2016-09-30 | $238k | 2.7k | 88.71 |