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Caterpillar shares owned by Davidson Trust

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Davidson Trust from 13F filings

Historical chart of Davidson Trust investment in Caterpillar

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All positions including Caterpillar held by Davidson Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Davidson Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $348k 1.2k 295.67
2023-09-30 $305k 1.1k 273.00
2023-06-30 $275k 1.1k 246.05
2023-03-31 $256k 1.1k 228.84
2022-03-31 $210k 953 220.00
2021-12-31 $449k 2.2k 206.67
2021-09-30 $420k 2.2k 193.33
2021-06-30 $478k 2.2k 220.00