Caterpillar shares owned by Alan B. Lancz & Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Alan B. Lancz & Associates
from 13F filings
Historical chart of Alan B. Lancz & Associates investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Alan B. Lancz & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $549k | 1.2k | 477.15 |
| 2025-06-30 | $446k | 1.2k | 388.21 |
| 2025-03-31 | $379k | 1.2k | 329.80 |
| 2024-12-31 | $417k | 1.2k | 362.76 |
| 2024-09-30 | $450k | 1.2k | 391.12 |
| 2024-06-30 | $450k | 1.4k | 333.10 |
| 2023-12-31 | $429k | 1.5k | 295.67 |
| 2023-09-30 | $484k | 1.8k | 273.00 |
| 2023-06-30 | $436k | 1.8k | 246.05 |
| 2023-03-31 | $406k | 1.8k | 228.84 |
| 2022-12-31 | $458k | 1.8k | 258.46 |
| 2022-09-30 | $291k | 1.8k | 164.22 |
| 2022-06-30 | $351k | 1.8k | 198.08 |
| 2022-03-31 | $555k | 2.5k | 222.71 |
| 2021-12-31 | $474k | 2.3k | 206.81 |
More positions owned by Alan B. Lancz & Associates
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