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Caterpillar shares owned by Disciplined Equity Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Disciplined Equity Management from 13F filings

Historical chart of Disciplined Equity Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Disciplined Equity Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Disciplined Equity Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $993k 2.5k 391.12
2024-06-30 $916k 2.8k 333.10
2024-03-31 $1.0M 2.8k 366.43
2023-12-31 $831k 2.8k 295.67
2023-09-30 $767k 2.8k 273.00
2023-06-30 $691k 2.8k 246.05
2023-03-31 $652k 2.8k 228.84