Caterpillar shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 19k | 477.15 |
| 2021-12-31 | $4.2M | 20k | 206.74 |
| 2021-09-30 | $3.9M | 20k | 191.97 |
| 2021-06-30 | $4.3M | 20k | 217.63 |
| 2021-03-31 | $4.6M | 20k | 231.87 |
| 2020-12-31 | $3.5M | 19k | 182.02 |
| 2020-09-30 | $2.8M | 19k | 149.15 |
| 2020-06-30 | $2.6M | 21k | 126.50 |
| 2020-03-31 | $2.4M | 21k | 116.04 |
| 2019-12-31 | $3.2M | 21k | 147.68 |