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Caterpillar shares owned by Welch & Forbes

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Welch & Forbes from 13F filings

Historical chart of Welch & Forbes investment in Caterpillar

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All positions including Caterpillar held by Welch & Forbes consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Welch & Forbes

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.7M 24k 366.43
2023-12-31 $7.3M 25k 295.67
2023-09-30 $6.9M 25k 273.00
2023-06-30 $6.6M 27k 246.05
2023-03-31 $6.2M 27k 228.84
2022-12-31 $6.7M 28k 239.56
2022-09-30 $4.6M 28k 164.07
2022-06-30 $4.9M 28k 178.74
2022-03-31 $6.6M 30k 222.83
2021-12-31 $6.2M 30k 206.75
2021-09-30 $5.8M 30k 191.97
2021-06-30 $6.5M 30k 217.60
2021-03-31 $6.9M 30k 231.87
2020-12-31 $5.4M 30k 182.04
2020-09-30 $4.3M 29k 149.14
2020-06-30 $3.7M 30k 126.50
2020-03-31 $3.7M 32k 116.03
2019-12-31 $4.8M 33k 147.66
2019-09-30 $4.2M 33k 126.33
2019-06-30 $5.2M 38k 136.29
2019-03-31 $5.3M 39k 135.49
2018-12-31 $5.0M 40k 127.09
2018-09-30 $6.2M 41k 152.51
2018-06-30 $5.6M 41k 135.65
2018-03-31 $6.2M 42k 147.38
2017-12-31 $8.1M 51k 157.59
2017-09-30 $6.7M 54k 124.71
2017-06-30 $5.9M 55k 107.45
2017-03-31 $5.1M 55k 92.77
2016-12-31 $6.5M 70k 92.73
2016-09-30 $6.3M 71k 88.76
2016-06-30 $5.4M 72k 75.81
2016-03-31 $5.7M 75k 76.54
2015-12-31 $5.1M 76k 67.96
2015-09-30 $5.2M 80k 65.36
2015-06-30 $6.8M 80k 84.82
2015-03-31 $6.6M 83k 80.03
2014-12-31 $9.6M 105k 91.53
2014-09-30 $11M 108k 99.02
2014-06-30 $12M 108k 108.68
2014-03-31 $11M 110k 99.38
2013-12-31 $9.9M 109k 90.81
2013-09-30 $9.2M 110k 83.40
2013-06-30 $9.1M 111k 82.49
2013-03-31 $9.6M 110k 86.97
2012-12-31 $10M 115k 89.60
2012-09-30 $10M 118k 86.04
2012-06-30 $10M 118k 84.91
2012-03-31 $10M 96k 106.52
2011-12-31 $8.7M 96k 90.61
2011-09-30 $6.9M 94k 73.84
2011-06-30 $9.7M 91k 106.45
2011-03-31 $10M 92k 111.35