Caterpillar shares owned by Annapolis Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Annapolis Financial Services
from 13F filings
Historical chart of Annapolis Financial Services investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Annapolis Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Annapolis Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29k | 74 | 391.12 |
| 2024-06-30 | $25k | 74 | 333.11 |
| 2024-03-31 | $27k | 74 | 366.43 |
| 2023-12-31 | $22k | 74 | 295.68 |
| 2023-09-30 | $20k | 74 | 273.00 |
| 2023-06-30 | $18k | 74 | 246.05 |
| 2023-03-31 | $17k | 74 | 228.85 |
| 2022-12-31 | $18k | 74 | 239.55 |
| 2022-09-30 | $15k | 94 | 159.57 |
| 2022-06-30 | $13k | 74 | 175.68 |
| 2022-03-31 | $16k | 74 | 216.22 |
| 2021-12-31 | $28k | 134 | 208.96 |
| 2021-09-30 | $35k | 183 | 191.26 |
| 2021-06-30 | $24k | 109 | 220.18 |
| 2021-03-31 | $8.0k | 34 | 235.29 |
| 2020-12-31 | $6.0k | 34 | 176.47 |
More positions owned by Annapolis Financial Services
View all positions for Annapolis Financial Services