Caterpillar shares owned by CPA Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by CPA Asset Management
from 13F filings
Historical chart of CPA Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by CPA Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 11k | 477.15 |
| 2025-06-30 | $4.3M | 11k | 388.21 |
| 2025-03-31 | $3.6M | 11k | 329.80 |
| 2024-12-31 | $4.0M | 11k | 362.76 |
| 2024-09-30 | $4.3M | 11k | 391.12 |
| 2024-06-30 | $3.7M | 11k | 333.10 |
| 2024-03-31 | $4.0M | 11k | 366.43 |
| 2023-12-31 | $3.3M | 11k | 295.67 |
| 2023-09-30 | $3.0M | 11k | 273.00 |
| 2023-06-30 | $2.7M | 11k | 246.05 |
| 2023-03-31 | $2.5M | 11k | 228.84 |
| 2022-12-31 | $2.6M | 11k | 239.56 |