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Caterpillar shares owned by Aspiriant

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Aspiriant from 13F filings

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

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Quarterly reported holdings in Caterpillar by Aspiriant

Quarter filed Position value Share count Share price at filing
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