Caterpillar shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.5M | 22k | 391.12 |
| 2024-06-30 | $7.2M | 22k | 333.09 |
| 2024-03-31 | $7.8M | 21k | 366.42 |
| 2023-12-31 | $5.8M | 20k | 295.67 |
| 2023-09-30 | $5.0M | 18k | 273.00 |
| 2023-06-30 | $4.3M | 18k | 246.05 |
| 2023-03-31 | $4.0M | 18k | 228.84 |
| 2022-12-31 | $4.6M | 19k | 239.56 |
| 2022-09-30 | $3.2M | 19k | 164.09 |
| 2022-06-30 | $3.5M | 19k | 178.78 |
| 2022-03-31 | $4.3M | 19k | 222.81 |
| 2021-12-31 | $4.1M | 20k | 206.72 |
| 2021-09-30 | $3.8M | 20k | 191.99 |
| 2021-06-30 | $4.3M | 20k | 217.62 |
| 2021-03-31 | $4.6M | 20k | 231.89 |
| 2020-12-31 | $3.6M | 20k | 182.04 |
| 2020-09-30 | $476k | 3.2k | 149.31 |
| 2020-06-30 | $435k | 3.4k | 126.53 |
| 2020-03-31 | $404k | 3.5k | 116.13 |
| 2019-12-31 | $591k | 4.0k | 147.60 |
| 2019-09-30 | $437k | 3.5k | 126.19 |
| 2019-06-30 | $512k | 3.8k | 136.28 |
| 2019-03-31 | $299k | 2.2k | 135.60 |
| 2018-12-31 | $351k | 2.8k | 127.04 |
| 2018-09-30 | $421k | 2.8k | 152.37 |
| 2018-06-30 | $650k | 4.8k | 135.05 |
| 2018-03-31 | $784k | 5.3k | 147.31 |
| 2017-12-31 | $1.0M | 6.6k | 157.55 |
| 2017-09-30 | $499k | 4.0k | 124.63 |
| 2017-06-30 | $368k | 3.2k | 114.11 |
| 2017-03-31 | $299k | 3.2k | 92.71 |
| 2016-12-31 | $308k | 3.3k | 92.63 |
| 2016-09-30 | $300k | 3.4k | 88.76 |
| 2016-06-30 | $256k | 3.4k | 75.74 |
| 2016-03-31 | $259k | 3.4k | 76.63 |
| 2015-12-31 | $230k | 3.4k | 68.05 |
| 2015-09-30 | $226k | 3.5k | 65.47 |
| 2015-06-30 | $293k | 3.5k | 84.88 |
| 2015-03-31 | $276k | 3.5k | 79.95 |
| 2014-12-31 | $389k | 4.3k | 91.49 |
| 2014-09-30 | $429k | 4.3k | 99.14 |
| 2014-06-30 | $486k | 4.5k | 108.60 |
| 2014-03-31 | $555k | 5.6k | 99.36 |
| 2013-12-31 | $507k | 5.6k | 90.76 |
| 2013-09-30 | $466k | 5.6k | 83.42 |
| 2013-06-30 | $523k | 6.3k | 82.48 |
| 2013-03-31 | $547k | 6.3k | 86.92 |
| 2012-12-31 | $564k | 6.3k | 89.62 |
| 2012-09-30 | $575k | 6.7k | 86.05 |
| 2012-06-30 | $555k | 6.5k | 84.97 |
| 2012-03-31 | $701k | 6.6k | 106.50 |
| 2011-12-31 | $683k | 7.5k | 90.61 |
| 2011-09-30 | $230k | 3.1k | 73.72 |
| 2011-06-30 | $330k | 3.1k | 106.45 |
| 2011-03-31 | $518k | 4.7k | 111.40 |