Caterpillar shares owned by Costello Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Costello Asset Management
from 13F filings
Historical chart of Costello Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Costello Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $537k | 1.5k | 362.76 |
| 2024-09-30 | $1.2M | 3.0k | 391.12 |
| 2024-06-30 | $1.0M | 3.1k | 333.10 |
| 2024-03-31 | $1.1M | 3.1k | 366.43 |
| 2023-12-31 | $1.1M | 3.6k | 295.67 |
| 2023-09-30 | $1.4M | 5.0k | 273.00 |
| 2023-06-30 | $1.3M | 5.1k | 246.05 |
| 2023-03-31 | $1.4M | 6.3k | 228.84 |
| 2022-12-31 | $1.7M | 7.0k | 239.56 |
| 2022-09-30 | $1.8M | 11k | 164.11 |
| 2022-06-30 | $2.0M | 11k | 178.77 |
| 2022-03-31 | $2.8M | 13k | 222.81 |
| 2021-12-31 | $3.5M | 17k | 206.75 |
| 2021-09-30 | $998k | 5.2k | 191.96 |
| 2021-06-30 | $1.1M | 5.3k | 217.65 |
| 2021-03-31 | $2.1M | 9.0k | 231.90 |
| 2020-12-31 | $1.6M | 9.0k | 181.98 |
| 2020-09-30 | $1.3M | 9.0k | 149.17 |
| 2020-06-30 | $1.1M | 9.1k | 126.54 |
| 2019-09-30 | $1.7M | 14k | 126.32 |
| 2019-06-30 | $2.2M | 16k | 136.24 |
| 2019-03-31 | $2.2M | 16k | 135.46 |
| 2018-12-31 | $2.3M | 18k | 127.05 |