Caterpillar shares owned by Cresset Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cresset Asset Management
from 13F filings
Historical chart of Cresset Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cresset Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $47M | 98k | 477.15 |
| 2025-06-30 | $42M | 108k | 388.21 |
| 2025-03-31 | $36M | 109k | 329.80 |
| 2024-12-31 | $42M | 116k | 362.76 |
| 2024-09-30 | $73M | 187k | 391.12 |
| 2024-06-30 | $61M | 184k | 333.10 |
| 2024-03-31 | $43M | 117k | 366.43 |
| 2023-12-31 | $34M | 116k | 295.67 |
| 2023-09-30 | $511M | 1.9M | 273.00 |
| 2023-06-30 | $54M | 219k | 246.05 |
| 2023-03-31 | $2.0M | 8.8k | 228.87 |
| 2022-12-31 | $2.2M | 9.8k | 227.24 |
| 2022-09-30 | $1.8M | 11k | 164.04 |
| 2022-06-30 | $2.2M | 15k | 144.76 |
| 2022-03-31 | $4.3M | 19k | 222.89 |
| 2021-12-31 | $6.9M | 34k | 206.74 |
| 2021-09-30 | $5.5M | 29k | 191.98 |
| 2021-06-30 | $5.2M | 24k | 217.61 |
| 2021-03-31 | $3.6M | 15k | 231.84 |
| 2020-12-31 | $2.2M | 12k | 182.03 |
| 2020-09-30 | $1.7M | 11k | 149.14 |
| 2020-06-30 | $1.3M | 10k | 126.51 |
| 2020-03-31 | $1.1M | 9.9k | 116.08 |
| 2019-12-31 | $1.2M | 8.2k | 147.73 |
| 2019-09-30 | $977k | 7.7k | 126.34 |
| 2019-06-30 | $487k | 3.6k | 136.30 |
| 2019-03-31 | $521k | 3.8k | 135.43 |
| 2018-12-31 | $447k | 3.5k | 127.02 |