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Caterpillar shares owned by CI Investments

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by CI Investments from 13F filings

Historical chart of CI Investments investment in Caterpillar

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All positions including Caterpillar held by CI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by CI Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.7M 11k 708.46
2025-12-31 $6.2M 11k 572.87
2025-09-30 $1.2M 2.6k 477.17
2025-06-30 $921k 2.4k 388.28
2025-03-31 $787k 2.4k 329.98
2024-12-31 $1.3M 3.5k 362.73
2024-09-30 $776k 2.0k 390.93
2024-06-30 $964k 2.9k 332.99
2024-03-31 $922k 2.5k 366.31
2023-12-31 $610k 2.1k 295.83
2023-09-30 $2.6M 9.4k 273.05
2023-06-30 $2.0M 8.0k 246.06
2023-03-31 $1.8M 7.8k 228.82
2022-12-31 $1.9M 8.1k 239.53
2022-09-30 $1.6M 9.7k 164.06
2022-06-30 $1.6M 9.2k 178.79
2022-03-31 $2.9M 13k 222.81
2021-12-31 $3.4M 16k 206.71
2021-09-30 $3.3M 17k 191.98
2021-06-30 $4.6M 21k 217.64
2021-03-31 $3.4M 15k 231.84
2020-12-31 $2.7M 15k 182.04
2020-09-30 $961k 6.4k 149.13
2019-12-31 $30M 202k 147.68
2019-09-30 $17k 138 123.19
2019-06-30 $16k 119 134.45
2019-03-31 $6.7M 49k 135.48
2018-12-31 $7.3M 58k 127.06
2018-09-30 $28M 184k 152.49
2018-06-30 $11M 84k 135.67
2018-03-31 $73M 498k 147.38
2017-12-31 $105M 666k 157.58
2017-09-30 $21k 166 126.51
2017-06-30 $17k 162 104.94
2015-06-30 $848k 10k 84.80
2012-03-31 $56M 529k 106.52
2011-03-31 $924k 8.3k 111.33