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Caterpillar shares owned by Cedar Brook Financial Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cedar Brook Financial Partners from 13F filings

Historical chart of Cedar Brook Financial Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Cedar Brook Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Cedar Brook Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $695k 1.9k 366.49
2023-12-31 $563k 1.9k 292.04
2023-09-30 $292k 1.1k 273.07
2023-06-30 $261k 1.1k 245.98
2023-03-31 $235k 1.0k 228.86
2022-12-31 $246k 1.0k 239.45
2022-03-31 $223k 1.0k 222.78
2021-06-30 $246k 1.1k 217.70
2021-03-31 $202k 871 231.92
2019-12-31 $244k 1.7k 147.88
2019-09-30 $285k 2.3k 126.39
2019-06-30 $315k 2.3k 136.30
2019-03-31 $265k 2.0k 135.69
2018-12-31 $328k 2.6k 126.98