Caterpillar shares owned by Carnick & Kubik
Historical chart of Carnick & Kubik investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Carnick & Kubik
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $6.1M | 18k | 329.79 |
| 2024-12-31 | $6.8M | 19k | 362.75 |
| 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 |