Caterpillar shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $838M | 2.8M | 295.67 |
| 2023-09-30 | $738M | 2.7M | 273.00 |
| 2023-06-30 | $644M | 2.6M | 246.05 |
| 2023-03-31 | $572M | 2.5M | 228.84 |
| 2022-12-31 | $574M | 2.4M | 239.56 |
| 2022-09-30 | $398M | 2.4M | 164.08 |
| 2022-06-30 | $422M | 2.4M | 178.76 |
| 2022-03-31 | $515M | 2.3M | 222.82 |
| 2021-12-31 | $473M | 2.3M | 206.73 |
| 2021-09-30 | $462M | 2.4M | 192.00 |
| 2021-06-30 | $533M | 2.4M | 217.62 |
| 2021-03-31 | $570M | 2.5M | 231.88 |
| 2020-12-31 | $469M | 2.6M | 182.01 |
| 2020-09-30 | $413M | 2.8M | 149.13 |
| 2020-06-30 | $348M | 2.8M | 126.49 |
| 2020-03-31 | $304M | 2.6M | 115.99 |
| 2019-12-31 | $367M | 2.5M | 147.68 |
| 2019-09-30 | $314M | 2.5M | 126.32 |
| 2019-06-30 | $317M | 2.3M | 136.29 |
| 2019-03-31 | $305M | 2.2M | 135.48 |
| 2018-12-31 | $272M | 2.1M | 127.07 |
| 2018-09-30 | $330M | 2.2M | 152.49 |
| 2018-06-30 | $291M | 2.1M | 135.67 |
| 2018-03-31 | $294M | 2.0M | 147.38 |
| 2017-12-31 | $313M | 2.0M | 157.59 |
| 2017-09-30 | $251M | 2.0M | 124.71 |
| 2017-06-30 | $213M | 2.0M | 107.45 |
| 2017-03-31 | $194M | 2.1M | 92.76 |
| 2016-12-31 | $308M | 3.3M | 92.74 |
| 2016-09-30 | $311M | 3.5M | 88.77 |
| 2016-06-30 | $280M | 3.7M | 75.80 |
| 2016-03-31 | $291M | 3.8M | 76.54 |
| 2015-12-31 | $241M | 3.5M | 67.96 |
| 2015-09-30 | $144M | 2.2M | 65.36 |
| 2015-03-31 | $94M | 1.2M | 80.04 |
| 2014-12-31 | $107M | 1.2M | 91.54 |
| 2014-09-30 | $107M | 1.1M | 99.04 |
| 2014-06-30 | $111M | 1.0M | 108.67 |
| 2014-03-31 | $85M | 857k | 99.36 |
| 2013-12-31 | $60M | 664k | 90.81 |
| 2013-09-30 | $55M | 656k | 83.37 |
| 2013-06-30 | $53M | 645k | 82.50 |