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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

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All positions including Caterpillar held by Chicago Partners Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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