Caterpillar shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Caterpillar
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Quarterly reported holdings in Caterpillar by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 16k | 477.15 |
| 2025-06-30 | $6.0M | 16k | 388.21 |
| 2025-03-31 | $5.4M | 17k | 329.80 |
| 2024-12-31 | $6.0M | 16k | 362.76 |
| 2024-09-30 | $6.4M | 16k | 391.12 |
| 2024-06-30 | $5.6M | 17k | 333.10 |
| 2024-03-31 | $6.4M | 18k | 366.43 |
| 2023-12-31 | $3.6M | 12k | 295.67 |
| 2023-09-30 | $3.1M | 11k | 273.00 |
| 2023-06-30 | $577k | 2.3k | 246.06 |
| 2023-03-31 | $496k | 2.2k | 228.85 |
| 2022-12-31 | $519k | 2.2k | 239.57 |
| 2022-09-30 | $567k | 3.5k | 164.11 |
| 2022-06-30 | $414k | 2.3k | 178.83 |
| 2022-03-31 | $516k | 2.3k | 222.89 |
| 2021-12-31 | $479k | 2.3k | 206.91 |
| 2021-09-30 | $444k | 2.3k | 191.79 |
| 2021-06-30 | $569k | 2.6k | 217.59 |
| 2021-03-31 | $603k | 2.6k | 231.92 |
| 2020-12-31 | $473k | 2.6k | 181.92 |
| 2020-09-30 | $403k | 2.7k | 149.26 |
| 2020-06-30 | $240k | 1.9k | 126.32 |
| 2020-03-31 | $220k | 1.9k | 115.79 |
| 2019-12-31 | $281k | 1.9k | 147.89 |
| 2019-09-30 | $240k | 1.9k | 126.32 |
| 2019-06-30 | $259k | 1.9k | 136.32 |
| 2019-03-31 | $244k | 1.8k | 135.56 |
| 2018-12-31 | $229k | 1.8k | 127.22 |
| 2018-09-30 | $1.5M | 10k | 152.48 |
| 2018-03-31 | $702k | 4.8k | 147.45 |
| 2017-12-31 | $1.4M | 9.2k | 157.56 |
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