Caterpillar shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Shepherd Financial Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.1M | 5.6k | 366.47 |
2023-12-31 | $1.6M | 5.6k | 295.66 |
2023-09-30 | $1.5M | 5.6k | 273.04 |
2023-06-30 | $1.3M | 5.3k | 246.06 |
2023-03-31 | $1.2M | 5.2k | 228.82 |
2022-12-31 | $1.2M | 5.2k | 239.56 |
2022-09-30 | $843k | 5.1k | 164.14 |
2022-06-30 | $1.3M | 7.5k | 178.75 |
2022-03-31 | $2.2M | 9.8k | 222.58 |
2021-12-31 | $500k | 2.4k | 208.33 |
2021-09-30 | $440k | 2.3k | 191.47 |
2021-06-30 | $487k | 2.2k | 217.41 |
2021-03-31 | $519k | 2.2k | 231.70 |
2020-12-31 | $391k | 2.1k | 182.71 |
2020-09-30 | $222k | 1.8k | 126.57 |
2020-06-30 | $222k | 1.8k | 126.57 |
2019-12-31 | $468k | 3.2k | 146.98 |
2019-09-30 | $402k | 3.2k | 126.42 |
2019-06-30 | $399k | 2.9k | 136.18 |
2019-03-31 | $397k | 2.9k | 135.54 |
2018-12-31 | $551k | 4.3k | 127.16 |
2018-09-30 | $592k | 4.4k | 135.41 |
2018-06-30 | $595k | 4.4k | 136.09 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners