Caterpillar shares owned by Creekmur Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Creekmur Asset Management
from 13F filings
Historical chart of Creekmur Asset Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Creekmur Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Creekmur Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 28k | 477.14 |
| 2025-06-30 | $8.9M | 23k | 388.21 |
| 2025-03-31 | $6.4M | 19k | 329.81 |
| 2024-12-31 | $7.3M | 20k | 362.75 |
| 2024-09-30 | $7.9M | 20k | 391.12 |
| 2024-06-30 | $6.2M | 19k | 333.09 |
| 2024-03-31 | $6.4M | 18k | 366.45 |
| 2023-12-31 | $5.3M | 18k | 295.66 |