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
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Quarterly reported holdings in Caterpillar by Close Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |