Caterpillar shares owned by Ballast
Historical chart of Ballast investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ballast
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.8k | 477.15 |
| 2025-06-30 | $1.1M | 2.8k | 388.21 |
| 2025-03-31 | $932k | 2.8k | 329.80 |
| 2024-12-31 | $1.0M | 2.8k | 362.76 |
| 2024-09-30 | $1.1M | 2.8k | 391.12 |
| 2024-06-30 | $942k | 2.8k | 333.10 |
| 2024-03-31 | $1.0M | 2.8k | 366.43 |
| 2023-12-31 | $835k | 2.8k | 295.67 |
| 2023-09-30 | $771k | 2.8k | 273.00 |
| 2023-06-30 | $705k | 2.9k | 246.05 |
| 2023-03-31 | $656k | 2.9k | 228.84 |
| 2022-12-31 | $673k | 2.8k | 239.56 |
| 2022-09-30 | $460k | 2.8k | 163.82 |
| 2022-06-30 | $595k | 3.3k | 178.52 |
| 2022-03-31 | $641k | 2.9k | 222.57 |
| 2021-12-31 | $585k | 2.8k | 206.49 |
| 2021-06-30 | $272k | 1.3k | 217.60 |
| 2021-03-31 | $289k | 1.3k | 231.20 |
| 2020-12-31 | $227k | 1.3k | 181.60 |
| 2019-09-30 | $263k | 2.1k | 126.08 |
| 2019-06-30 | $284k | 2.1k | 136.15 |
| 2019-03-31 | $282k | 2.1k | 135.19 |
| 2018-12-31 | $265k | 2.1k | 127.04 |
| 2018-09-30 | $323k | 2.1k | 152.57 |
| 2018-06-30 | $204k | 1.5k | 135.37 |
| 2018-03-31 | $222k | 1.5k | 147.31 |
| 2017-12-31 | $237k | 1.5k | 157.27 |