Caterpillar shares owned by Coastal Capital Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Coastal Capital Group
from 13F filings
Historical chart of Coastal Capital Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Coastal Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $51k | 206 | 246.61 |
| 2023-03-31 | $47k | 206 | 228.83 |
| 2022-12-31 | $50k | 306 | 164.16 |
| 2022-09-30 | $50k | 306 | 163.40 |
| 2022-06-30 | $46k | 256 | 179.69 |
| 2022-03-31 | $68k | 307 | 221.50 |
| 2021-12-31 | $63k | 306 | 205.88 |
| 2021-09-30 | $59k | 305 | 193.44 |
| 2021-06-30 | $66k | 305 | 216.39 |
| 2021-03-31 | $71k | 304 | 233.55 |
| 2020-12-31 | $55k | 303 | 181.52 |
| 2020-09-30 | $44k | 302 | 145.70 |
| 2020-06-30 | $38k | 300 | 126.67 |
| 2020-03-31 | $34k | 300 | 113.33 |
| 2019-12-31 | $88k | 600 | 146.67 |
| 2019-09-30 | $76k | 600 | 126.67 |
| 2019-06-30 | $82k | 600 | 136.67 |