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Caterpillar shares owned by Crescent Grove Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Crescent Grove Advisors from 13F filings

Historical chart of Crescent Grove Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Crescent Grove Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Crescent Grove Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $269k 379 708.92
2023-03-31 $311k 1.4k 228.91
2022-12-31 $314k 1.3k 239.48
2022-09-30 $292k 1.8k 163.86
2022-06-30 $261k 1.5k 178.64
2022-03-31 $438k 2.0k 222.67
2021-12-31 $519k 2.5k 206.86
2021-09-30 $266k 1.4k 191.92
2021-06-30 $301k 1.4k 217.96
2021-03-31 $295k 1.3k 231.74
2020-12-31 $231k 1.3k 182.18
2020-06-30 $232k 1.8k 126.64
2020-03-31 $211k 1.8k 116.00
2019-12-31 $267k 1.8k 147.60
2019-09-30 $227k 1.8k 126.25
2019-06-30 $311k 2.3k 136.22
2019-03-31 $308k 2.3k 135.62
2018-12-31 $287k 2.3k 127.10
2018-09-30 $264k 1.7k 152.25
2018-06-30 $234k 1.7k 135.81
2018-03-31 $253k 1.7k 147.52
2017-12-31 $252k 1.6k 157.80