Caterpillar shares owned by Calton & Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.6k | 10k | 0.96 |
| 2023-09-30 | $286k | 1.0k | 273.12 |
| 2022-12-31 | $231k | 966 | 239.56 |
| 2021-12-31 | $272k | 1.3k | 206.37 |
| 2021-09-30 | $274k | 1.4k | 191.88 |
| 2021-06-30 | $288k | 1.3k | 217.36 |
| 2021-03-31 | $347k | 1.5k | 232.26 |
| 2020-12-31 | $341k | 1.9k | 181.96 |
| 2020-09-30 | $338k | 2.3k | 149.23 |
| 2020-06-30 | $259k | 2.0k | 126.46 |
| 2020-03-31 | $272k | 2.3k | 115.94 |
| 2019-12-31 | $368k | 2.5k | 147.85 |
| 2019-09-30 | $368k | 2.9k | 126.24 |
| 2019-06-30 | $347k | 2.5k | 136.19 |
| 2019-03-31 | $318k | 2.3k | 135.43 |
| 2018-12-31 | $206k | 1.6k | 127.40 |
| 2018-06-30 | $349k | 2.5k | 139.77 |
| 2018-03-31 | $1.3M | 8.5k | 147.41 |
| 2017-12-31 | $358k | 2.1k | 169.43 |