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
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Quarterly reported holdings in Caterpillar by Concord Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |