Caterpillar shares owned by Callan Family Office
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Callan Family Office
from 13F filings
Historical chart of Callan Family Office investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Callan Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 15k | 477.15 |
| 2025-06-30 | $6.7M | 17k | 388.21 |
| 2025-03-31 | $1.5M | 4.6k | 329.80 |
| 2024-12-31 | $4.6M | 13k | 362.76 |
| 2024-09-30 | $839k | 2.1k | 391.12 |
| 2024-06-30 | $687k | 2.1k | 333.10 |
| 2024-03-31 | $319k | 870 | 366.43 |
| 2023-09-30 | $423k | 1.6k | 273.00 |
| 2023-06-30 | $417k | 1.7k | 246.05 |
| 2023-03-31 | $395k | 1.7k | 228.84 |
| 2022-12-31 | $3.8M | 16k | 240.17 |