Caterpillar shares owned by Charter Research & Investment
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Charter Research & Investment
from 13F filings
Historical chart of Charter Research & Investment investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Charter Research & Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 4.7k | 295.67 |
| 2023-09-30 | $1.3M | 4.7k | 273.00 |
| 2023-06-30 | $1.2M | 4.7k | 246.05 |
| 2023-03-31 | $1.1M | 4.7k | 228.84 |
| 2022-12-31 | $815k | 3.4k | 239.56 |
| 2022-09-30 | $558k | 3.4k | 164.12 |
| 2022-06-30 | $608k | 3.4k | 178.82 |
| 2022-03-31 | $758k | 3.4k | 222.94 |
| 2021-12-31 | $703k | 3.4k | 206.76 |
| 2021-09-30 | $653k | 3.4k | 192.06 |
| 2021-06-30 | $740k | 3.4k | 217.65 |
| 2021-03-31 | $788k | 3.4k | 231.76 |
| 2020-12-31 | $619k | 3.4k | 182.06 |
| 2015-09-30 | $783k | 12k | 65.33 |
| 2015-06-30 | $1.0M | 12k | 84.86 |
| 2015-03-31 | $976k | 12k | 80.03 |
| 2014-12-31 | $1.1M | 12k | 91.51 |
More positions owned by Charter Research & Investment
View all positions for Charter Research & Investment