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Caterpillar shares owned by CLS Investments

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

Historical chart of CLS Investments investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 36k 477.15
2025-06-30 $12M 30k 388.21
2025-03-31 $8.9M 27k 329.81
2024-12-31 $9.6M 27k 362.76
2024-09-30 $11M 27k 391.12
2024-06-30 $8.7M 26k 333.10
2024-03-31 $8.6M 24k 366.43
2023-12-31 $6.6M 23k 292.25
2023-09-30 $6.0M 22k 273.00
2023-06-30 $5.4M 22k 246.05
2023-03-31 $4.7M 21k 228.84
2022-12-31 $3.1M 13k 239.56
2022-09-30 $2.1M 13k 164.08
2022-06-30 $2.4M 13k 178.73
2022-03-31 $2.9M 13k 222.86
2021-12-31 $2.7M 13k 206.72
2021-09-30 $5.7M 26k 217.65
2021-06-30 $5.7M 26k 217.65
2021-03-31 $11M 49k 231.88
2020-12-31 $17M 91k 182.01
2020-09-30 $9.1M 61k 149.15
2019-12-31 $6.0k 39 153.85
2019-09-30 $11k 88 125.00
2019-06-30 $332k 2.4k 136.23
2019-03-31 $82k 604 135.76
2018-12-31 $5.0k 39 128.21
2018-09-30 $6.0k 39 153.85
2015-12-31 $0 1 0.00
2012-09-30 $220k 2.6k 85.90