Caterpillar shares owned by Appleton Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $642k | 1.6k | 391.22 |
| 2024-06-30 | $608k | 1.8k | 333.15 |
| 2024-03-31 | $694k | 1.9k | 366.23 |
| 2023-12-31 | $784k | 2.7k | 295.63 |
| 2023-09-30 | $724k | 2.7k | 273.00 |
| 2023-06-30 | $661k | 2.7k | 246.18 |
| 2023-03-31 | $614k | 2.7k | 228.68 |
| 2022-12-31 | $452k | 1.9k | 239.79 |
| 2022-09-30 | $311k | 1.9k | 164.12 |
| 2022-06-30 | $347k | 1.9k | 178.77 |
| 2022-03-31 | $434k | 1.9k | 223.02 |
| 2021-12-31 | $427k | 2.1k | 206.78 |
| 2021-09-30 | $464k | 2.4k | 192.05 |
| 2021-06-30 | $404k | 1.9k | 217.44 |
| 2021-03-31 | $312k | 1.3k | 231.80 |
| 2020-12-31 | $247k | 1.4k | 182.15 |
| 2019-12-31 | $345k | 2.3k | 147.69 |
| 2019-09-30 | $297k | 2.4k | 126.33 |
| 2019-06-30 | $313k | 2.3k | 136.32 |
| 2019-03-31 | $347k | 2.6k | 135.60 |
| 2018-12-31 | $334k | 2.6k | 127.00 |
| 2018-09-30 | $512k | 3.4k | 152.61 |
| 2018-06-30 | $430k | 3.2k | 135.69 |
| 2018-03-31 | $445k | 3.0k | 147.30 |
| 2017-12-31 | $460k | 2.9k | 157.70 |
| 2017-09-30 | $348k | 2.8k | 124.73 |
| 2017-06-30 | $300k | 2.8k | 107.53 |
| 2017-03-31 | $260k | 2.8k | 92.69 |
| 2016-12-31 | $333k | 3.6k | 92.76 |
| 2016-09-30 | $319k | 3.6k | 88.86 |
| 2016-06-30 | $201k | 2.6k | 75.99 |
| 2016-03-31 | $202k | 2.6k | 76.37 |
| 2015-12-31 | $668k | 9.8k | 67.91 |
| 2015-09-30 | $677k | 10k | 65.35 |
| 2015-06-30 | $960k | 11k | 84.79 |
| 2015-03-31 | $1.2M | 15k | 80.05 |
| 2014-12-31 | $1.6M | 17k | 91.54 |
| 2014-09-30 | $1.7M | 17k | 99.05 |
| 2014-06-30 | $1.9M | 17k | 108.70 |
| 2014-03-31 | $1.7M | 17k | 99.39 |
| 2013-12-31 | $1.6M | 17k | 90.79 |
| 2013-09-30 | $2.5M | 29k | 83.40 |
| 2013-06-30 | $7.3M | 88k | 82.49 |
| 2012-09-30 | $8 | 80k | 0.00 |
| 2012-06-30 | $6.7M | 79k | 84.91 |
| 2012-03-31 | $7 | 79k | 0.00 |
| 2011-12-31 | $7 | 76k | 0.00 |
| 2011-09-30 | $7 | 77k | 0.00 |
| 2011-06-30 | $8.2k | 77k | 0.11 |
| 2011-03-31 | $7 | 78k | 0.00 |