Caterpillar shares owned by Cercano Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cercano Management
from 13F filings
Historical chart of Cercano Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Cercano Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Cercano Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.2k | 477.15 |
| 2025-06-30 | $846k | 2.2k | 388.21 |
| 2025-03-31 | $719k | 2.2k | 329.80 |
| 2024-12-31 | $791k | 2.2k | 362.76 |
| 2024-09-30 | $853k | 2.2k | 391.12 |