Caterpillar shares owned by Chicago Partners Investment
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Chicago Partners Investment
from 13F filings
Historical chart of Chicago Partners Investment investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Chicago Partners Investment consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Chicago Partners Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.8M | 4.2k | 894.63 |
| 2026-03-31 | $2.8M | 3.5k | 808.95 |
| 2025-12-31 | $2.2M | 3.4k | 626.64 |
| 2025-09-30 | $1.6M | 3.1k | 524.48 |
| 2025-06-30 | $1.1M | 2.6k | 427.53 |
| 2025-03-31 | $800k | 2.5k | 320.29 |
| 2024-12-31 | $863k | 2.4k | 361.03 |
| 2024-09-30 | $815k | 2.1k | 385.64 |
| 2024-06-30 | $750k | 2.2k | 341.72 |
| 2024-03-31 | $711k | 2.0k | 363.29 |
| 2023-12-31 | $543k | 1.9k | 290.66 |
| 2023-09-30 | $518k | 2.1k | 247.27 |
| 2023-06-30 | $567k | 2.0k | 287.62 |
| 2023-03-31 | $471k | 2.1k | 223.43 |
| 2022-12-31 | $462k | 1.8k | 249.63 |
| 2022-09-30 | $420k | 1.8k | 228.63 |
| 2022-06-30 | $291k | 1.5k | 198.50 |
| 2022-03-31 | $277k | 1.3k | 207.65 |
| 2021-12-31 | $268k | 1.3k | 199.55 |
| 2021-09-30 | $310k | 1.5k | 208.61 |
| 2021-06-30 | $260k | 1.2k | 210.87 |
| 2021-03-31 | $344k | 1.5k | 230.72 |
| 2020-12-31 | $231k | 1.2k | 192.34 |
| 2020-06-30 | $235k | 1.7k | 139.80 |
| 2019-12-31 | $210k | 1.4k | 147.78 |
| 2018-09-30 | $201k | 1.8k | 113.95 |
| 2018-06-30 | $195k | 1.4k | 135.79 |
| 2018-03-31 | $211k | 1.4k | 147.04 |
| 2017-12-31 | $214k | 1.4k | 157.24 |
| 2017-09-30 | $170k | 1.4k | 125.09 |
| 2017-06-30 | $124k | 1.2k | 107.71 |
| 2017-03-31 | $61k | 656 | 92.99 |
| 2016-12-31 | $51k | 555 | 91.89 |
| 2016-09-30 | $49k | 554 | 88.45 |
| 2016-06-30 | $42k | 553 | 75.95 |
| 2016-03-31 | $42k | 551 | 76.23 |
| 2015-12-31 | $37k | 550 | 67.27 |
| 2015-09-30 | $36k | 549 | 65.57 |
| 2015-06-30 | $37k | 440 | 84.09 |
| 2015-03-31 | $35k | 385 | 90.91 |
| 2014-12-31 | $40k | 440 | 90.91 |
More positions owned by Chicago Partners Investment
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