Caterpillar shares owned by Albion Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Albion Financial Group
from 13F filings
Historical chart of Albion Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Albion Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $57k | 100 | 572.87 |
| 2025-09-30 | $48k | 100 | 477.15 |
| 2025-06-30 | $39k | 100 | 388.21 |
| 2025-03-31 | $33k | 100 | 329.80 |
| 2024-12-31 | $36k | 100 | 362.76 |
| 2024-09-30 | $9.0k | 23 | 391.13 |
| 2024-06-30 | $7.7k | 23 | 333.13 |
| 2024-03-31 | $8.4k | 23 | 366.43 |
| 2023-12-31 | $6.8k | 23 | 295.70 |
| 2023-09-30 | $11k | 41 | 273.00 |
| 2023-06-30 | $5.7k | 23 | 246.09 |
| 2023-03-31 | $5.3k | 23 | 228.87 |
| 2022-12-31 | $5.5k | 23 | 239.57 |
| 2022-09-30 | $4.0k | 23 | 173.91 |
| 2022-06-30 | $5.0k | 26 | 192.31 |
| 2022-03-31 | $340k | 1.5k | 222.80 |
| 2021-12-31 | $316k | 1.5k | 206.67 |
| 2021-09-30 | $196k | 1.0k | 191.59 |
| 2021-06-30 | $229k | 1.1k | 217.47 |
| 2020-12-31 | $4.0k | 23 | 173.91 |
| 2018-09-30 | $259k | 1.7k | 152.35 |
| 2018-06-30 | $231k | 1.7k | 135.88 |
| 2018-03-31 | $251k | 1.7k | 147.65 |
| 2017-12-31 | $271k | 1.7k | 157.56 |
| 2017-09-30 | $249k | 2.0k | 124.50 |
| 2017-06-30 | $215k | 2.0k | 107.50 |
| 2015-09-30 | $224k | 3.4k | 65.40 |
| 2015-06-30 | $291k | 3.4k | 84.96 |
| 2015-03-31 | $274k | 3.4k | 80.00 |
| 2014-12-31 | $313k | 3.4k | 91.39 |
| 2014-09-30 | $360k | 3.6k | 99.04 |
| 2014-06-30 | $373k | 3.4k | 108.59 |
| 2012-12-31 | $208k | 2.3k | 89.46 |
| 2012-09-30 | $510k | 5.9k | 86.08 |
| 2012-06-30 | $384k | 4.5k | 84.86 |
| 2012-03-31 | $631k | 5.9k | 106.50 |
| 2011-12-31 | $559k | 6.2k | 90.53 |
| 2011-09-30 | $456k | 6.2k | 73.85 |
| 2011-06-30 | $679k | 6.4k | 106.51 |
| 2011-03-31 | $739k | 6.6k | 111.33 |
| 2010-12-31 | $228k | 2.4k | 93.52 |