Caterpillar shares owned by Comprehensive Portfolio Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Comprehensive Portfolio Management
from 13F filings
Historical chart of Comprehensive Portfolio Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Comprehensive Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 14k | 477.15 |
| 2025-06-30 | $5.0M | 13k | 388.20 |
| 2025-03-31 | $3.2M | 9.6k | 329.81 |
| 2024-12-31 | $3.5M | 9.6k | 362.78 |
| 2024-09-30 | $3.0M | 7.6k | 391.11 |
| 2024-06-30 | $2.1M | 6.4k | 333.10 |
| 2024-03-31 | $2.4M | 6.6k | 366.43 |
| 2023-12-31 | $2.2M | 7.5k | 295.67 |
| 2023-09-30 | $2.0M | 7.4k | 273.00 |
| 2023-06-30 | $1.7M | 7.0k | 246.04 |
| 2023-03-31 | $1.5M | 6.7k | 228.85 |
| 2022-12-31 | $1.5M | 6.4k | 239.56 |
| 2022-09-30 | $1.1M | 6.7k | 164.02 |
| 2022-06-30 | $1.1M | 6.4k | 178.82 |
| 2022-03-31 | $1.3M | 5.8k | 222.80 |
| 2021-12-31 | $1.1M | 5.6k | 206.72 |
| 2021-09-30 | $942k | 4.9k | 191.89 |
| 2021-06-30 | $1.1M | 4.9k | 217.70 |
| 2021-03-31 | $1.1M | 4.7k | 231.90 |
| 2020-12-31 | $630k | 3.5k | 181.98 |
| 2020-09-30 | $478k | 3.2k | 149.05 |
| 2020-06-30 | $339k | 2.7k | 126.63 |
| 2020-03-31 | $263k | 2.3k | 116.22 |
| 2019-12-31 | $446k | 3.0k | 147.73 |
| 2019-09-30 | $372k | 2.9k | 126.27 |
| 2019-06-30 | $397k | 2.9k | 136.19 |
| 2019-03-31 | $395k | 2.9k | 135.51 |
| 2018-12-31 | $473k | 3.7k | 127.15 |
| 2018-09-30 | $579k | 3.8k | 152.37 |
| 2018-06-30 | $522k | 3.8k | 135.73 |
| 2018-03-31 | $560k | 3.8k | 147.37 |
| 2017-12-31 | $599k | 3.8k | 157.63 |
| 2017-09-30 | $474k | 3.8k | 124.74 |
| 2017-06-30 | $408k | 3.8k | 107.37 |
| 2016-12-31 | $479k | 5.2k | 92.74 |
More positions owned by Comprehensive Portfolio Management
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