Caterpillar shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $2.0M | 6.2k | 329.80 |
| 2024-12-31 | $2.5M | 7.0k | 362.76 |
| 2024-09-30 | $2.8M | 7.1k | 391.12 |
| 2021-09-30 | $5.1M | 27k | 191.97 |
| 2021-06-30 | $5.6M | 26k | 217.61 |
| 2021-03-31 | $8.8M | 38k | 231.88 |
| 2020-12-31 | $5.8M | 32k | 182.01 |
| 2020-09-30 | $4.4M | 29k | 149.14 |
| 2020-06-30 | $2.5M | 20k | 126.52 |
| 2020-03-31 | $2.4M | 20k | 116.06 |
| 2019-12-31 | $4.8M | 32k | 147.69 |
| 2019-09-30 | $3.8M | 30k | 126.31 |
| 2019-06-30 | $4.2M | 31k | 136.29 |
| 2019-03-31 | $4.4M | 33k | 135.50 |
| 2018-12-31 | $4.1M | 32k | 127.08 |
More positions owned by D L Carlson Investment Group
View all positions for D L Carlson Investment Group