Caterpillar shares owned by Carret Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Carret Asset Management
from 13F filings
Historical chart of Carret Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Carret Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $896k | 1.9k | 477.10 |
| 2025-06-30 | $730k | 1.9k | 388.31 |
| 2025-03-31 | $624k | 1.9k | 329.83 |
| 2024-12-31 | $740k | 2.0k | 362.73 |
| 2024-09-30 | $962k | 2.5k | 391.04 |
| 2024-06-30 | $820k | 2.5k | 333.12 |
| 2024-03-31 | $901k | 2.5k | 366.41 |
| 2023-12-31 | $727k | 2.5k | 295.61 |
| 2023-09-30 | $671k | 2.5k | 273.01 |
| 2023-06-30 | $601k | 2.4k | 246.02 |
| 2023-03-31 | $582k | 2.5k | 228.86 |
| 2022-12-31 | $638k | 2.7k | 239.49 |
| 2022-09-30 | $438k | 2.7k | 164.17 |
| 2022-06-30 | $455k | 2.5k | 178.92 |
| 2022-03-31 | $616k | 2.8k | 223.03 |
| 2021-12-31 | $519k | 2.5k | 206.61 |
| 2021-09-30 | $482k | 2.5k | 191.88 |
| 2021-06-30 | $540k | 2.5k | 217.57 |
| 2021-03-31 | $570k | 2.5k | 231.99 |
| 2020-12-31 | $429k | 2.4k | 182.09 |
| 2020-09-30 | $351k | 2.4k | 148.98 |
| 2020-06-30 | $272k | 2.2k | 126.51 |
| 2020-03-31 | $249k | 2.2k | 115.81 |
| 2019-12-31 | $347k | 2.4k | 147.66 |
| 2019-09-30 | $297k | 2.4k | 126.38 |
| 2019-06-30 | $344k | 2.5k | 136.24 |
| 2019-03-31 | $308k | 2.3k | 135.38 |
| 2018-12-31 | $289k | 2.3k | 127.03 |
| 2018-09-30 | $347k | 2.3k | 152.53 |
| 2018-06-30 | $309k | 2.3k | 135.82 |
| 2018-03-31 | $335k | 2.3k | 147.25 |
| 2017-12-31 | $358k | 2.3k | 157.36 |
| 2017-09-30 | $284k | 2.3k | 124.84 |
| 2017-06-30 | $244k | 2.3k | 107.25 |
| 2017-03-31 | $211k | 2.3k | 92.75 |
| 2016-12-31 | $220k | 2.4k | 92.63 |
| 2016-09-30 | $233k | 2.6k | 88.76 |
| 2015-06-30 | $237k | 2.8k | 84.95 |
| 2015-03-31 | $219k | 2.7k | 79.93 |
| 2014-12-31 | $246k | 2.7k | 91.45 |
| 2014-09-30 | $252k | 2.5k | 99.21 |
| 2014-06-30 | $276k | 2.5k | 108.66 |
| 2014-03-31 | $233k | 2.3k | 99.57 |
| 2013-12-31 | $212k | 2.3k | 90.60 |
| 2013-09-30 | $254k | 3.0k | 83.55 |
| 2013-06-30 | $210k | 2.5k | 82.68 |
| 2012-12-31 | $252k | 2.8k | 89.55 |
| 2012-09-30 | $231k | 2.7k | 85.87 |
| 2012-06-30 | $207k | 2.4k | 84.84 |
| 2012-03-31 | $233k | 2.2k | 106.39 |
| 2011-12-31 | $264k | 2.9k | 90.57 |
| 2011-03-31 | $286k | 2.6k | 111.50 |
| 2010-12-31 | $261k | 2.8k | 93.55 |