Caterpillar shares owned by Carlson Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Carlson Financial
from 13F filings
Historical chart of Carlson Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Carlson Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.2M | 3.9k | 1066.11 |
| 2026-03-31 | $2.8M | 4.0k | 708.47 |
| 2025-12-31 | $2.6M | 4.5k | 572.88 |