Caterpillar shares owned by Convergence Investment Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Convergence Investment Partners
from 13F filings
Historical chart of Convergence Investment Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Convergence Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 5.8k | 362.76 |
| 2024-09-30 | $2.9M | 7.4k | 391.10 |
| 2024-06-30 | $2.9M | 8.7k | 333.11 |
| 2024-03-31 | $2.6M | 7.1k | 366.45 |
| 2023-09-30 | $1.8M | 6.6k | 273.04 |
| 2023-06-30 | $2.0M | 8.1k | 246.01 |
| 2023-03-31 | $1.5M | 6.5k | 228.81 |
| 2022-12-31 | $1.7M | 6.9k | 239.58 |
| 2022-09-30 | $1.0M | 6.3k | 164.05 |
| 2022-06-30 | $1.1M | 6.2k | 178.76 |
| 2022-03-31 | $1.3M | 5.6k | 222.81 |
| 2021-12-31 | $1.2M | 5.6k | 206.66 |
| 2021-09-30 | $1.1M | 5.7k | 191.89 |
| 2021-06-30 | $1.7M | 7.9k | 217.65 |
| 2021-03-31 | $2.2M | 9.3k | 231.89 |
| 2020-12-31 | $1.9M | 11k | 182.02 |
| 2020-09-30 | $1.6M | 11k | 149.16 |
| 2020-06-30 | $2.2M | 18k | 126.49 |
| 2019-12-31 | $246k | 1.7k | 147.48 |
| 2019-09-30 | $1.2M | 9.6k | 126.31 |
| 2019-06-30 | $229k | 1.7k | 136.55 |
| 2019-03-31 | $225k | 1.7k | 135.62 |
| 2018-12-31 | $1.3M | 11k | 127.09 |
| 2018-09-30 | $1.6M | 10k | 152.52 |
| 2018-06-30 | $6.6M | 48k | 135.68 |
| 2018-03-31 | $5.9M | 40k | 147.38 |
| 2017-12-31 | $7.7M | 49k | 157.58 |
| 2015-09-30 | $2.3M | 35k | 65.35 |
| 2015-06-30 | $1.8M | 21k | 84.81 |
| 2015-03-31 | $1.6M | 20k | 80.03 |
| 2014-12-31 | $4.1M | 44k | 91.52 |
| 2014-09-30 | $6.3M | 64k | 99.03 |
| 2014-06-30 | $5.6M | 52k | 108.67 |
| 2014-03-31 | $6.5M | 66k | 99.36 |
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