Caterpillar shares owned by Disciplined Investments
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $285k | 779 | 366.43 |
| 2023-12-31 | $230k | 778 | 295.67 |
| 2023-09-30 | $212k | 778 | 273.00 |
| 2023-06-30 | $191k | 776 | 246.05 |
| 2023-03-31 | $179k | 782 | 228.84 |
| 2022-12-31 | $185k | 773 | 239.56 |
| 2022-09-30 | $129k | 784 | 164.54 |
| 2022-06-30 | $141k | 786 | 179.39 |
| 2022-03-31 | $173k | 777 | 222.65 |
| 2021-12-31 | $153k | 740 | 206.76 |
| 2021-09-30 | $142k | 740 | 191.89 |
| 2021-06-30 | $161k | 740 | 217.57 |
| 2021-03-31 | $125k | 540 | 231.48 |
| 2020-12-31 | $98k | 540 | 181.48 |
| 2020-09-30 | $81k | 540 | 150.00 |
| 2020-06-30 | $68k | 540 | 125.93 |
| 2020-03-31 | $63k | 540 | 116.67 |
| 2019-12-31 | $80k | 540 | 148.15 |