Caterpillar shares owned by Compass Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Compass Financial Group
from 13F filings
Historical chart of Compass Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Compass Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $535k | 1.1k | 477.34 |
| 2025-06-30 | $443k | 1.1k | 388.12 |
| 2025-03-31 | $376k | 1.1k | 330.06 |
| 2024-12-31 | $391k | 1.1k | 362.77 |
| 2024-09-30 | $421k | 1.1k | 391.24 |
| 2024-06-30 | $358k | 1.1k | 333.24 |
| 2024-03-31 | $394k | 1.1k | 366.36 |
| 2023-12-31 | $317k | 1.1k | 295.65 |
| 2023-09-30 | $292k | 1.1k | 273.14 |
| 2023-06-30 | $263k | 1.1k | 246.15 |
| 2023-03-31 | $244k | 1.1k | 228.83 |