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Caterpillar shares owned by Whittier Trust

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Whittier Trust from 13F filings

Historical chart of Whittier Trust investment in Caterpillar

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All positions including Caterpillar held by Whittier Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Whittier Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 52k 295.66
2023-09-30 $14M 52k 273.00
2023-06-30 $13M 52k 246.05
2023-03-31 $12M 52k 228.84
2022-12-31 $13M 53k 239.56
2022-09-30 $8.8M 54k 164.07
2022-06-30 $10M 58k 178.75
2022-03-31 $14M 62k 222.81
2021-12-31 $13M 61k 206.73
2021-09-30 $12M 61k 191.96
2021-06-30 $13M 62k 217.63
2021-03-31 $14M 61k 231.86
2020-12-31 $21M 114k 182.01
2020-09-30 $8.4M 56k 149.14
2020-06-30 $7.1M 56k 126.50
2020-03-31 $6.6M 57k 116.05
2019-12-31 $9.0M 61k 147.68
2019-09-30 $7.7M 61k 126.31
2019-06-30 $8.3M 61k 136.28
2019-03-31 $8.3M 61k 135.49
2018-12-31 $7.8M 61k 127.07
2018-09-30 $9.4M 61k 152.49
2018-06-30 $18M 165k 108.67
2018-03-31 $9.9M 67k 147.37
2017-12-31 $11M 69k 157.58
2017-09-30 $8.6M 69k 124.71
2017-06-30 $7.6M 71k 107.46
2017-03-31 $6.5M 71k 92.75
2016-12-31 $6.5M 70k 92.74
2016-09-30 $6.4M 72k 88.76
2016-06-30 $5.6M 75k 75.81
2016-03-31 $6.0M 79k 76.54
2015-12-31 $7.5M 110k 67.95
2015-09-30 $9.4M 143k 65.36
2015-06-30 $13M 158k 84.81
2015-03-31 $13M 165k 80.03
2014-12-31 $15M 160k 91.53
2014-09-30 $16M 163k 99.03
2014-06-30 $18M 165k 108.67
2014-03-31 $19M 193k 99.37
2013-12-31 $17M 185k 90.81
2013-09-30 $13M 161k 83.40
2013-06-30 $13M 157k 82.49
2012-03-31 $8.2M 77k 106.52