Caterpillar shares owned by Cozad Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cozad Asset Management
from 13F filings
Historical chart of Cozad Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cozad Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 6.5k | 295.66 |
| 2023-09-30 | $1.6M | 5.9k | 272.98 |
| 2023-06-30 | $1.5M | 6.0k | 246.06 |
| 2023-03-31 | $1.4M | 6.2k | 228.84 |
| 2022-12-31 | $1.5M | 6.2k | 239.55 |
| 2022-09-30 | $934k | 5.7k | 164.09 |
| 2022-06-30 | $950k | 5.3k | 178.84 |
| 2022-03-31 | $737k | 3.3k | 222.73 |
| 2021-12-31 | $521k | 2.5k | 206.66 |
| 2021-09-30 | $484k | 2.5k | 191.99 |
| 2021-06-30 | $613k | 2.8k | 217.68 |
| 2021-03-31 | $699k | 3.0k | 231.76 |
| 2020-12-31 | $549k | 3.0k | 182.03 |
| 2020-09-30 | $432k | 2.9k | 149.17 |
| 2020-06-30 | $426k | 3.4k | 126.41 |
| 2020-03-31 | $433k | 3.7k | 116.02 |
| 2019-12-31 | $651k | 4.4k | 147.72 |
| 2019-09-30 | $2.5M | 20k | 126.30 |
| 2019-06-30 | $2.7M | 20k | 136.30 |
| 2019-03-31 | $2.2M | 16k | 135.48 |
| 2018-12-31 | $2.1M | 16k | 127.06 |
| 2018-09-30 | $4.3M | 28k | 152.50 |
| 2018-06-30 | $3.8M | 28k | 135.65 |