Caterpillar shares owned by Beach Investment Counsel
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Beach Investment Counsel
from 13F filings
Historical chart of Beach Investment Counsel investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Beach Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $556k | 1.5k | 362.69 |
| 2024-09-30 | $9.4M | 24k | 391.11 |
| 2024-06-30 | $5.6M | 17k | 333.11 |
| 2024-03-31 | $6.1M | 21k | 295.68 |
| 2023-12-31 | $6.1M | 21k | 295.68 |
| 2023-09-30 | $464k | 1.7k | 273.26 |
| 2023-06-30 | $418k | 1.7k | 246.17 |
| 2023-03-31 | $392k | 1.7k | 228.84 |
| 2022-12-31 | $3.6M | 15k | 239.54 |
| 2022-09-30 | $281k | 1.7k | 164.04 |
| 2022-06-30 | $369k | 2.1k | 178.61 |
| 2022-03-31 | $460k | 2.1k | 222.65 |
| 2021-12-31 | $405k | 2.0k | 206.53 |
| 2021-09-30 | $376k | 2.0k | 191.74 |
| 2021-06-30 | $432k | 2.0k | 217.85 |
| 2021-03-31 | $460k | 2.0k | 231.97 |
| 2020-12-31 | $361k | 2.0k | 182.05 |
| 2020-09-30 | $296k | 2.0k | 149.27 |
| 2020-06-30 | $251k | 2.0k | 126.58 |
| 2020-03-31 | $242k | 2.1k | 116.18 |
| 2019-12-31 | $318k | 2.2k | 147.91 |
| 2019-09-30 | $272k | 2.2k | 126.51 |
| 2019-06-30 | $293k | 2.2k | 136.28 |
| 2019-03-31 | $291k | 2.2k | 135.35 |
| 2018-12-31 | $286k | 2.2k | 133.02 |
| 2018-09-30 | $328k | 2.2k | 152.56 |
| 2018-06-30 | $292k | 2.2k | 135.81 |
| 2018-03-31 | $317k | 2.2k | 147.44 |
| 2017-12-31 | $339k | 2.2k | 157.67 |
| 2017-09-30 | $268k | 2.2k | 124.65 |
| 2017-06-30 | $231k | 2.2k | 107.44 |
| 2016-12-31 | $218k | 2.4k | 92.77 |
| 2016-09-30 | $209k | 2.4k | 88.94 |
| 2014-12-31 | $215k | 2.4k | 91.49 |
| 2014-09-30 | $233k | 2.4k | 99.15 |
| 2014-06-30 | $255k | 2.4k | 108.51 |
| 2014-03-31 | $234k | 2.4k | 99.57 |
| 2013-12-31 | $229k | 2.5k | 90.69 |
| 2013-03-31 | $204k | 2.4k | 86.81 |
| 2012-12-31 | $211k | 2.4k | 89.79 |
| 2012-09-30 | $202k | 2.4k | 85.96 |
| 2012-03-31 | $250k | 2.4k | 106.38 |
| 2011-12-31 | $213k | 2.4k | 90.64 |
| 2011-06-30 | $271k | 2.6k | 106.27 |
| 2011-03-31 | $284k | 2.6k | 111.37 |