Caterpillar shares owned by Access Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Access Financial Services
from 13F filings
Historical chart of Access Financial Services investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Access Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Access Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $261k | 369 | 707.68 |
| 2022-03-31 | $259k | 1.2k | 222.51 |
| 2021-06-30 | $274k | 1.3k | 217.46 |
| 2021-03-31 | $280k | 1.2k | 231.98 |