Caterpillar shares owned by CX Institutional
Historical chart of CX Institutional investment in Caterpillar
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Quarterly reported holdings in Caterpillar by CX Institutional
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 2.7k | 366.44 |
| 2023-12-31 | $846k | 2.9k | 295.67 |
| 2023-09-30 | $808k | 3.0k | 273.02 |
| 2023-06-30 | $734k | 3.0k | 246.06 |
| 2023-03-31 | $676k | 2.9k | 229.59 |
| 2022-12-31 | $679k | 2.8k | 239.55 |
| 2022-06-30 | $1.9M | 11k | 178.81 |
| 2022-03-31 | $2.3M | 10k | 222.85 |
| 2021-12-31 | $260k | 1.3k | 206.84 |
| 2021-09-30 | $185k | 963 | 192.11 |
| 2021-06-30 | $228k | 1.0k | 217.97 |
| 2021-03-31 | $255k | 1.1k | 231.61 |
| 2020-12-31 | $3.0M | 17k | 182.06 |
| 2020-09-30 | $3.2M | 21k | 149.13 |
| 2020-06-30 | $65k | 512 | 126.95 |
| 2020-03-31 | $48k | 410 | 117.07 |
| 2019-12-31 | $458k | 3.1k | 147.74 |
| 2019-09-30 | $14k | 112 | 125.00 |
| 2019-06-30 | $18k | 134 | 134.33 |
| 2019-03-31 | $24k | 179 | 134.08 |
| 2018-12-31 | $9.0k | 67 | 134.33 |
| 2018-06-30 | $59k | 400 | 147.50 |