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Caterpillar shares owned by Carnick & Kubik

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Carnick & Kubik from 13F filings

Historical chart of Carnick & Kubik investment in Caterpillar

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All positions including Caterpillar held by Carnick & Kubik consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Carnick & Kubik

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 13k 391.12
2024-06-30 $2.5M 7.4k 333.08
2024-03-31 $2.8M 7.7k 366.42
2023-12-31 $4.2M 14k 295.67
2023-09-30 $3.8M 14k 273.00
2023-06-30 $6.7M 27k 246.05
2023-03-31 $6.4M 28k 228.84
2022-12-31 $3.9M 17k 239.56
2022-09-30 $776k 4.7k 164.06
2022-06-30 $6.8M 38k 178.77
2022-03-31 $11M 51k 222.82
2021-12-31 $10M 50k 206.75
2021-09-30 $9.6M 50k 191.98
2021-06-30 $11M 51k 217.63
2021-03-31 $7.1M 31k 231.88
2020-12-31 $5.7M 32k 182.03
2020-09-30 $7.5M 50k 149.16
2019-06-30 $2.6M 19k 136.29
2019-03-31 $2.7M 20k 135.48
2018-12-31 $2.5M 20k 127.05
2017-12-31 $211k 1.3k 157.23