Caterpillar shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab Trust investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Charles Schwab Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 5.8k | 366.40 |
| 2023-12-31 | $1.9M | 6.3k | 295.65 |
| 2023-09-30 | $1.7M | 6.3k | 272.98 |
| 2023-06-30 | $1.3M | 6.2k | 205.74 |
| 2023-03-31 | $1.4M | 6.2k | 228.82 |
| 2022-12-31 | $1.5M | 6.2k | 239.54 |
| 2022-09-30 | $792k | 4.8k | 164.08 |
| 2022-06-30 | $679k | 3.8k | 178.68 |
| 2022-03-31 | $847k | 3.8k | 222.89 |
| 2021-12-31 | $821k | 4.0k | 206.64 |
| 2021-09-30 | $782k | 4.1k | 191.95 |
| 2021-06-30 | $887k | 4.1k | 217.72 |
| 2021-03-31 | $925k | 4.0k | 232.82 |
| 2020-12-31 | $748k | 4.1k | 182.13 |
| 2020-09-30 | $493k | 3.3k | 149.08 |
| 2020-06-30 | $412k | 3.3k | 126.54 |
| 2020-03-31 | $378k | 3.3k | 116.09 |
| 2019-12-31 | $583k | 3.9k | 147.74 |
| 2019-09-30 | $402k | 3.3k | 122.41 |