Caterpillar shares owned by Concorde Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Concorde Asset Management
from 13F filings
Historical chart of Concorde Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Concorde Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $344k | 880 | 391.12 |
| 2024-06-30 | $301k | 902 | 333.10 |
| 2024-03-31 | $311k | 850 | 366.27 |
| 2023-12-31 | $242k | 819 | 295.67 |
| 2023-09-30 | $223k | 818 | 273.00 |
| 2023-06-30 | $250k | 1.0k | 246.05 |
| 2023-03-31 | $231k | 1.0k | 228.84 |
| 2022-12-31 | $240k | 1.0k | 239.56 |
| 2022-03-31 | $223k | 1.0k | 222.78 |
| 2021-12-31 | $207k | 1.0k | 207.00 |
| 2021-06-30 | $218k | 1.0k | 218.00 |
| 2021-03-31 | $232k | 1.0k | 232.00 |
| 2016-06-30 | $210k | 2.8k | 75.50 |
| 2016-03-31 | $204k | 2.7k | 75.89 |