Caterpillar shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 7.5k | 391.12 |
| 2024-06-30 | $2.1M | 6.4k | 333.10 |
| 2024-03-31 | $2.5M | 6.9k | 366.43 |
| 2023-12-31 | $2.3M | 7.7k | 295.67 |
| 2023-09-30 | $2.6M | 9.4k | 273.00 |
| 2023-06-30 | $2.3M | 9.4k | 246.05 |
| 2023-03-31 | $2.2M | 9.5k | 228.84 |
| 2022-12-31 | $1.9M | 8.1k | 239.56 |
| 2022-09-30 | $977k | 6.0k | 164.01 |
| 2022-06-30 | $1.6M | 8.9k | 178.72 |
| 2022-03-31 | $1.8M | 7.9k | 222.84 |
| 2021-12-31 | $2.1M | 10k | 206.73 |
| 2021-09-30 | $1.7M | 8.8k | 192.00 |
| 2021-06-30 | $1.7M | 7.8k | 217.68 |
| 2021-03-31 | $1.9M | 8.1k | 231.82 |
| 2020-12-31 | $1.3M | 7.0k | 181.99 |
| 2020-09-30 | $1.0M | 6.8k | 149.24 |
| 2020-06-30 | $334k | 2.6k | 126.66 |
| 2019-12-31 | $425k | 2.9k | 147.72 |
| 2019-09-30 | $336k | 2.7k | 126.46 |
| 2019-06-30 | $362k | 2.7k | 136.19 |
| 2019-03-31 | $353k | 2.6k | 135.40 |
| 2018-12-31 | $331k | 2.6k | 127.11 |
| 2018-09-30 | $396k | 2.6k | 152.37 |
| 2018-06-30 | $352k | 2.6k | 135.70 |
| 2018-03-31 | $385k | 2.6k | 147.40 |
| 2017-12-31 | $435k | 2.8k | 157.55 |
| 2017-09-30 | $342k | 2.7k | 124.54 |
| 2017-06-30 | $295k | 2.7k | 107.47 |
| 2017-03-31 | $258k | 2.8k | 92.91 |
| 2016-12-31 | $253k | 2.7k | 92.88 |
| 2016-09-30 | $215k | 2.4k | 88.92 |
| 2015-06-30 | $205k | 2.4k | 84.99 |
| 2014-12-31 | $278k | 3.0k | 91.69 |
| 2014-06-30 | $286k | 2.6k | 108.66 |
| 2013-12-31 | $542k | 6.0k | 90.88 |
| 2013-09-30 | $507k | 6.1k | 83.36 |
| 2013-06-30 | $205k | 2.5k | 82.56 |