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Caterpillar shares owned by Castellan Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Castellan Group from 13F filings

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
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