Caterpillar shares owned by Roundview Capital
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Caterpillar
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All positions including Caterpillar held by Roundview Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.0M | 16k | 366.43 |
| 2023-12-31 | $4.6M | 16k | 295.67 |
| 2023-09-30 | $4.2M | 16k | 273.00 |
| 2023-06-30 | $3.9M | 16k | 246.05 |
| 2023-03-31 | $3.6M | 16k | 228.84 |
| 2022-12-31 | $3.7M | 16k | 239.56 |
| 2022-09-30 | $2.5M | 15k | 164.08 |
| 2022-06-30 | $2.7M | 15k | 178.74 |
| 2022-03-31 | $3.4M | 15k | 222.81 |
| 2021-12-31 | $3.1M | 15k | 206.76 |
| 2021-09-30 | $2.9M | 15k | 192.00 |
| 2021-06-30 | $3.2M | 15k | 217.61 |
| 2021-03-31 | $3.4M | 15k | 231.86 |
| 2020-12-31 | $2.5M | 14k | 182.04 |
| 2020-09-30 | $1.9M | 13k | 149.19 |
| 2020-06-30 | $1.6M | 13k | 126.54 |
| 2020-03-31 | $1.5M | 13k | 116.00 |
| 2019-12-31 | $1.9M | 13k | 147.71 |
| 2019-09-30 | $1.6M | 13k | 126.32 |
| 2019-06-30 | $1.7M | 13k | 136.28 |
| 2019-03-31 | $1.6M | 12k | 135.50 |
| 2018-12-31 | $1.5M | 12k | 127.04 |
| 2018-09-30 | $1.9M | 12k | 152.53 |
| 2018-06-30 | $1.6M | 12k | 135.68 |
| 2018-03-31 | $1.7M | 12k | 147.36 |
| 2017-12-31 | $1.9M | 12k | 157.56 |
| 2017-09-30 | $1.4M | 11k | 124.72 |
| 2017-06-30 | $2.9M | 27k | 107.45 |
| 2017-03-31 | $2.6M | 29k | 92.76 |
| 2016-12-31 | $4.1M | 44k | 92.75 |
| 2016-09-30 | $3.9M | 44k | 88.76 |
| 2016-06-30 | $3.4M | 44k | 75.81 |
| 2016-03-31 | $3.4M | 44k | 76.54 |
| 2015-12-31 | $1.5M | 22k | 67.98 |
| 2015-09-30 | $568k | 8.7k | 65.32 |
| 2015-06-30 | $734k | 8.7k | 84.81 |
| 2015-03-31 | $697k | 8.7k | 80.02 |
| 2014-12-31 | $1.5M | 16k | 91.53 |
| 2014-09-30 | $1.0M | 10k | 99.07 |
| 2014-06-30 | $1.1M | 10k | 108.70 |
| 2014-03-31 | $1.1M | 11k | 99.39 |
| 2013-12-31 | $924k | 10k | 90.81 |
| 2013-09-30 | $789k | 9.5k | 83.40 |
| 2013-06-30 | $803k | 9.7k | 82.48 |
| 2013-03-31 | $819k | 9.4k | 86.98 |
| 2012-12-31 | $818k | 9.1k | 89.58 |
| 2012-09-30 | $713k | 8.3k | 86.05 |
| 2012-06-30 | $518k | 6.1k | 84.97 |
| 2012-03-31 | $565k | 5.3k | 106.58 |
| 2011-12-31 | $472k | 5.2k | 90.60 |
| 2011-09-30 | $364k | 4.9k | 73.91 |