Caterpillar shares owned by Carmel Capital Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Carmel Capital Partners
from 13F filings
Historical chart of Carmel Capital Partners investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Carmel Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Carmel Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $356k | 917 | 388.21 |
| 2025-03-31 | $342k | 1.0k | 329.80 |
| 2024-12-31 | $375k | 1.0k | 362.76 |
| 2024-09-30 | $404k | 1.0k | 391.12 |
| 2024-06-30 | $323k | 969 | 333.10 |
| 2024-03-31 | $325k | 888 | 366.43 |
| 2023-12-31 | $258k | 873 | 295.67 |
| 2023-09-30 | $236k | 865 | 273.00 |
| 2023-06-30 | $208k | 847 | 246.05 |
| 2023-03-31 | $182k | 795 | 228.84 |
More positions owned by Carmel Capital Partners
Home Depot (HD)
View all positions for Carmel Capital Partners