Caterpillar shares owned by Capital Analysts
Historical chart of Capital Analysts investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Capital Analysts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.4M | 2.2k | 1066.67 |
| 2026-03-31 | $1.6M | 2.3k | 707.89 |
| 2025-12-31 | $524k | 916 | 571.94 |
| 2025-09-30 | $1.3M | 2.6k | 477.06 |
| 2025-06-30 | $605k | 1.6k | 388.09 |
| 2025-03-31 | $483k | 1.5k | 326.53 |
| 2024-12-31 | $318k | 876 | 362.47 |
| 2024-09-30 | $331k | 856 | 386.36 |
| 2024-06-30 | $261k | 784 | 332.86 |
| 2024-03-31 | $243k | 667 | 363.64 |
| 2023-12-31 | $177k | 593 | 298.08 |
| 2023-09-30 | $162k | 596 | 271.84 |
| 2023-06-30 | $128k | 550 | 233.01 |
| 2023-03-31 | $114k | 490 | 231.58 |
| 2022-12-31 | $141k | 594 | 238.10 |
| 2022-09-30 | $100k | 607 | 164.68 |
| 2022-06-30 | $121k | 673 | 179.01 |
| 2022-03-31 | $102k | 446 | 228.92 |
| 2021-12-31 | $113k | 549 | 206.61 |
| 2021-09-30 | $120k | 621 | 192.77 |
| 2021-06-30 | $71k | 322 | 220.00 |
| 2021-03-31 | $79k | 338 | 233.01 |
| 2020-09-30 | $16k | 110 | 145.45 |
| 2020-06-30 | $14k | 110 | 127.27 |
| 2020-03-31 | $27k | 229 | 117.90 |
| 2019-12-31 | $16k | 110 | 145.45 |
| 2019-09-30 | $16k | 132 | 121.21 |
| 2019-06-30 | $29k | 210 | 138.10 |
| 2019-03-31 | $2.7M | 20k | 135.47 |
| 2018-12-31 | $2.5M | 20k | 127.05 |
| 2018-09-30 | $3.3M | 21k | 152.51 |
| 2018-06-30 | $69k | 508 | 135.80 |
| 2018-03-31 | $75k | 507 | 147.93 |
| 2013-03-31 | $12k | 140 | 86.96 |
| 2012-12-31 | $493k | 5.5k | 89.62 |