Caterpillar shares owned by CGC Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by CGC Financial Services
from 13F filings
Historical chart of CGC Financial Services investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by CGC Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by CGC Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $79k | 166 | 477.15 |
| 2025-06-30 | $64k | 166 | 388.21 |
| 2025-03-31 | $42k | 126 | 329.80 |
| 2024-12-31 | $46k | 126 | 362.76 |
| 2024-09-30 | $49k | 126 | 391.12 |
| 2024-06-30 | $42k | 126 | 333.10 |
| 2024-03-31 | $46k | 126 | 366.43 |
| 2023-12-31 | $37k | 126 | 295.67 |
| 2023-09-30 | $34k | 126 | 273.00 |
| 2023-06-30 | $31k | 126 | 246.05 |