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Caterpillar shares owned by DeRoy & Devereaux Private Investment Counsel

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by DeRoy & Devereaux Private Investment Counsel from 13F filings

Historical chart of DeRoy & Devereaux Private Investment Counsel investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by DeRoy & Devereaux Private Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by DeRoy & Devereaux Private Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 600 476.67
2025-06-30 $233k 600 388.33
2014-03-31 $251k 2.5k 99.41
2013-12-31 $229k 2.5k 90.69
2013-09-30 $519k 6.2k 83.37
2013-06-30 $431k 5.2k 82.49
2013-03-31 $444k 5.1k 87.06
2012-12-31 $502k 5.6k 89.64
2012-09-30 $482k 5.6k 86.07
2012-06-30 $433k 5.1k 84.90
2012-03-31 $288k 2.7k 106.67
2011-12-31 $317k 3.5k 90.57
2011-09-30 $222k 3.0k 74.00
2011-06-30 $319k 3.0k 106.33
2011-03-31 $334k 3.0k 111.33