Caterpillar shares owned by Aspiriant
Historical chart of Aspiriant investment in Caterpillar
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All positions including Caterpillar held by Aspiriant consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.5k | 477.05 |
| 2025-06-30 | $975k | 2.5k | 388.17 |
| 2025-03-31 | $840k | 2.5k | 329.88 |
| 2024-12-31 | $895k | 2.5k | 362.69 |
| 2024-09-30 | $986k | 2.5k | 391.09 |
| 2024-06-30 | $873k | 2.6k | 333.18 |
| 2024-03-31 | $1.1M | 2.9k | 366.56 |
| 2023-12-31 | $867k | 2.9k | 295.76 |
| 2023-09-30 | $798k | 2.9k | 273.06 |
| 2023-06-30 | $688k | 2.8k | 246.04 |
| 2023-03-31 | $639k | 2.8k | 228.86 |
| 2022-12-31 | $673k | 2.8k | 239.51 |
| 2022-09-30 | $443k | 2.7k | 163.95 |
| 2022-06-30 | $478k | 2.7k | 178.96 |
| 2022-03-31 | $619k | 2.8k | 223.22 |
| 2021-12-31 | $555k | 2.7k | 206.32 |
| 2021-09-30 | $465k | 2.4k | 191.67 |
| 2021-06-30 | $528k | 2.4k | 218.00 |
| 2021-03-31 | $559k | 2.4k | 231.95 |
| 2020-12-31 | $440k | 2.4k | 181.29 |
| 2020-09-30 | $358k | 2.4k | 148.98 |
| 2020-06-30 | $333k | 2.6k | 126.86 |
| 2018-03-31 | $231k | 1.6k | 147.23 |