Caterpillar shares owned by Castellan Group
Historical chart of Castellan Group investment in Caterpillar
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All positions including Caterpillar held by Castellan Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Castellan Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.1M | 5.4k | 572.87 |
| 2025-03-31 | $677k | 2.1k | 329.80 |
| 2024-09-30 | $6.5M | 17k | 391.12 |
| 2024-06-30 | $5.0M | 15k | 333.10 |
| 2024-03-31 | $5.2M | 14k | 366.43 |
| 2023-09-30 | $3.3M | 12k | 273.00 |
| 2023-06-30 | $3.1M | 12k | 246.05 |
| 2023-03-31 | $3.1M | 14k | 228.84 |
| 2022-12-31 | $3.4M | 14k | 239.56 |