Caterpillar shares owned by Bartlett & Co.
Historical chart of Bartlett & Co. investment in Caterpillar
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All positions including Caterpillar held by Bartlett & Co. consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Bartlett & Co.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 5.0k | 296.80 |
| 2023-09-30 | $1.5M | 5.5k | 272.94 |
| 2023-06-30 | $1.2M | 4.7k | 245.96 |
| 2023-03-31 | $580k | 2.5k | 228.98 |
| 2022-12-31 | $655k | 2.7k | 239.66 |
| 2022-09-30 | $451k | 2.7k | 164.24 |
| 2022-06-30 | $489k | 2.7k | 178.73 |
| 2022-03-31 | $607k | 2.7k | 222.92 |
| 2021-12-31 | $525k | 2.5k | 206.69 |
| 2021-09-30 | $488k | 2.5k | 192.13 |
| 2021-06-30 | $556k | 2.6k | 217.44 |
| 2021-03-31 | $558k | 2.4k | 231.82 |
| 2020-12-31 | $427k | 2.3k | 181.93 |
| 2020-09-30 | $293k | 2.0k | 149.34 |
| 2020-06-30 | $248k | 2.0k | 126.40 |
| 2020-03-31 | $222k | 1.9k | 116.11 |
| 2019-09-30 | $326k | 2.6k | 126.50 |
| 2019-06-30 | $34k | 252 | 134.92 |
| 2019-03-31 | $34k | 250 | 136.00 |
| 2018-12-31 | $32k | 250 | 128.00 |
| 2018-09-30 | $15k | 100 | 150.00 |
| 2018-06-30 | $14k | 100 | 140.00 |
| 2018-03-31 | $15k | 100 | 150.00 |
| 2017-12-31 | $16k | 100 | 160.00 |
| 2017-06-30 | $43k | 400 | 107.50 |
| 2017-03-31 | $38k | 409 | 92.91 |
| 2016-12-31 | $279k | 3.0k | 92.63 |
| 2016-09-30 | $267k | 3.0k | 88.65 |
| 2016-06-30 | $228k | 3.0k | 75.70 |
| 2016-03-31 | $231k | 3.0k | 76.69 |
| 2015-12-31 | $205k | 3.0k | 68.06 |
| 2015-09-30 | $197k | 3.0k | 65.41 |
| 2015-06-30 | $255k | 3.0k | 84.66 |
| 2015-03-31 | $261k | 3.3k | 80.01 |
| 2014-12-31 | $306k | 3.3k | 91.53 |
| 2014-09-30 | $328k | 3.3k | 99.03 |
| 2014-06-30 | $360k | 3.3k | 108.70 |
| 2014-03-31 | $346k | 3.5k | 99.31 |
| 2013-12-31 | $310k | 3.4k | 90.86 |
| 2013-09-30 | $290k | 3.5k | 83.48 |
| 2013-06-30 | $284k | 3.4k | 82.39 |
| 2013-03-31 | $230k | 2.6k | 86.89 |
| 2012-12-31 | $265k | 3.0k | 89.47 |
| 2012-09-30 | $311k | 3.6k | 85.91 |
| 2012-03-31 | $367k | 3.4k | 106.47 |
| 2010-06-30 | $293k | 3.4k | 85.00 |