Caterpillar shares owned by Close Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Close Asset Management
from 13F filings
Historical chart of Close Asset Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Close Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Close Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $817k | 1.7k | 476.94 |
| 2025-06-30 | $759k | 2.0k | 387.84 |
| 2025-03-31 | $653k | 2.0k | 330.13 |
| 2024-12-31 | $799k | 2.2k | 363.02 |
| 2024-09-30 | $861k | 2.2k | 391.19 |
| 2024-06-30 | $756k | 2.3k | 333.19 |
| 2024-03-31 | $831k | 2.3k | 366.24 |
| 2023-12-31 | $755k | 2.6k | 295.73 |
| 2023-09-30 | $721k | 2.6k | 273.00 |
| 2023-06-30 | $406k | 1.7k | 245.91 |
| 2023-03-31 | $378k | 1.7k | 228.95 |
| 2022-12-31 | $185k | 771 | 239.95 |
| 2022-09-30 | $103k | 626 | 164.54 |
| 2022-06-30 | $66k | 371 | 177.90 |
| 2022-03-31 | $38k | 183 | 207.65 |
| 2021-12-31 | $38k | 183 | 207.65 |
| 2021-09-30 | $104k | 540 | 192.59 |
| 2021-06-30 | $118k | 540 | 218.52 |
| 2021-03-31 | $125k | 540 | 231.48 |