Caterpillar shares owned by Ascent Group
Historical chart of Ascent Group investment in Caterpillar
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All positions including Caterpillar held by Ascent Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Ascent Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 6.1k | 477.15 |
| 2025-06-30 | $1.3M | 3.3k | 388.29 |
| 2025-03-31 | $1.5M | 4.5k | 329.80 |
| 2024-12-31 | $595k | 1.6k | 362.76 |
| 2024-09-30 | $445k | 1.1k | 391.12 |
| 2024-06-30 | $317k | 953 | 333.10 |
| 2024-03-31 | $293k | 799 | 366.43 |
| 2022-12-31 | $248k | 1.0k | 239.56 |
| 2022-09-30 | $208k | 960 | 216.67 |
| 2021-12-31 | $210k | 979 | 214.50 |