Caterpillar shares owned by Concord Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Concord Asset Management
from 13F filings
Historical chart of Concord Asset Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Concord Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Concord Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 7.7k | 477.17 |
| 2025-06-30 | $3.8M | 9.7k | 388.23 |
| 2025-03-31 | $2.7M | 9.0k | 295.78 |
| 2024-12-31 | $2.2M | 6.1k | 362.76 |
| 2024-09-30 | $2.5M | 6.4k | 391.11 |
| 2024-06-30 | $1.9M | 5.6k | 333.08 |
| 2024-03-31 | $1.8M | 5.0k | 366.40 |
| 2023-12-31 | $1.3M | 4.5k | 295.70 |
| 2023-09-30 | $868k | 3.2k | 273.02 |