Caterpillar shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.2M | 3.5k | 333.13 |
| 2024-03-31 | $1.3M | 3.5k | 366.45 |
| 2023-09-30 | $849k | 3.1k | 273.02 |
| 2023-06-30 | $391k | 1.6k | 246.17 |
| 2023-03-31 | $1.5M | 6.7k | 228.84 |
| 2022-12-31 | $1.6M | 6.7k | 239.57 |
| 2022-09-30 | $705k | 4.3k | 164.34 |
| 2022-06-30 | $775k | 4.3k | 178.90 |
| 2022-03-31 | $2.0M | 8.9k | 222.78 |
| 2021-12-31 | $1.8M | 8.9k | 206.68 |
| 2021-09-30 | $1.2M | 6.3k | 192.01 |
| 2021-06-30 | $1.2M | 5.3k | 217.56 |
| 2021-03-31 | $1.3M | 5.7k | 231.88 |
| 2020-12-31 | $1.3M | 7.2k | 182.06 |
| 2020-09-30 | $927k | 8.0k | 116.06 |
| 2020-06-30 | $427k | 3.4k | 126.56 |
| 2020-03-31 | $927k | 8.0k | 116.06 |
| 2019-12-31 | $711k | 4.8k | 147.69 |
| 2019-09-30 | $867k | 6.9k | 126.35 |
| 2019-06-30 | $350k | 2.6k | 136.35 |
| 2019-03-31 | $553k | 4.1k | 135.64 |
| 2018-12-31 | $216k | 1.7k | 127.06 |
| 2018-09-30 | $1.0M | 6.7k | 152.45 |
| 2018-06-30 | $529k | 3.9k | 135.64 |
| 2017-12-31 | $793k | 5.0k | 157.53 |
| 2017-09-30 | $554k | 4.4k | 124.69 |
More positions owned by Belpointe Asset Management
View all positions for Belpointe Asset Management