Caterpillar shares owned by CLARET ASSET MANAGEMENT Corp
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by CLARET ASSET MANAGEMENT Corp
from 13F filings
Historical chart of CLARET ASSET MANAGEMENT Corp investment in Caterpillar
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All positions including Caterpillar held by CLARET ASSET MANAGEMENT Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by CLARET ASSET MANAGEMENT Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 665 | 476.69 |
| 2025-06-30 | $261k | 673 | 387.82 |
| 2025-03-31 | $223k | 676 | 329.88 |
| 2024-12-31 | $253k | 698 | 362.46 |
| 2024-09-30 | $272k | 694 | 391.93 |
| 2024-06-30 | $230k | 691 | 332.85 |
| 2024-03-31 | $239k | 652 | 366.56 |
| 2023-12-31 | $206k | 696 | 295.98 |
| 2021-06-30 | $277k | 1.3k | 217.77 |
| 2021-03-31 | $295k | 1.3k | 231.92 |
| 2020-12-31 | $250k | 1.4k | 182.22 |
| 2020-09-30 | $203k | 1.4k | 149.48 |
| 2019-12-31 | $223k | 1.5k | 147.49 |
| 2018-09-30 | $202k | 1.3k | 152.22 |
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