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Caterpillar shares owned by Clune & Associates

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Clune & Associates from 13F filings

Historical chart of Clune & Associates investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Clune & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Clune & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 8.5k 477.14
2025-06-30 $3.3M 8.5k 388.19
2025-03-31 $2.8M 8.5k 329.82
2024-12-31 $3.1M 8.5k 362.78