Caterpillar shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 4.1k | 477.14 |
| 2025-06-30 | $1.8M | 4.5k | 388.21 |
| 2025-03-31 | $1.5M | 4.6k | 329.80 |
| 2024-12-31 | $1.7M | 4.6k | 362.76 |
| 2024-09-30 | $1.8M | 4.7k | 391.12 |
| 2024-06-30 | $1.6M | 4.7k | 333.10 |
| 2024-03-31 | $3.8M | 10k | 366.43 |
| 2023-12-31 | $3.1M | 10k | 295.67 |
| 2023-09-30 | $2.9M | 11k | 273.01 |
| 2023-06-30 | $2.7M | 11k | 246.04 |
| 2023-03-31 | $2.6M | 11k | 228.85 |
| 2022-12-31 | $2.7M | 11k | 239.56 |
| 2022-09-30 | $1.9M | 11k | 164.12 |
| 2022-06-30 | $1.8M | 9.9k | 178.72 |
| 2022-03-31 | $2.2M | 10k | 222.83 |
| 2021-12-31 | $1.9M | 9.3k | 206.73 |
| 2021-09-30 | $1.8M | 9.3k | 192.01 |
| 2021-06-30 | $2.2M | 10k | 217.63 |
| 2021-03-31 | $2.4M | 10k | 231.90 |
| 2020-12-31 | $1.8M | 10k | 182.06 |
| 2020-09-30 | $2.5M | 17k | 149.15 |
| 2020-06-30 | $2.1M | 17k | 126.52 |
| 2020-03-31 | $1.9M | 17k | 116.05 |
| 2019-12-31 | $2.5M | 17k | 147.68 |
| 2019-09-30 | $2.1M | 17k | 126.30 |
| 2019-06-30 | $2.2M | 16k | 136.31 |
| 2019-03-31 | $2.2M | 16k | 135.51 |
| 2018-12-31 | $2.1M | 16k | 127.09 |
| 2018-09-30 | $2.5M | 16k | 152.46 |
| 2018-06-30 | $2.2M | 16k | 135.66 |
| 2018-03-31 | $2.4M | 17k | 147.41 |
| 2017-12-31 | $2.6M | 17k | 157.60 |
| 2017-09-30 | $2.1M | 17k | 124.68 |
| 2017-06-30 | $1.8M | 16k | 107.47 |
| 2017-03-31 | $1.5M | 17k | 92.78 |
| 2016-12-31 | $1.5M | 17k | 92.71 |
| 2016-09-30 | $1.7M | 20k | 88.75 |
| 2012-12-31 | $252k | 2.8k | 89.78 |
| 2012-09-30 | $211k | 2.5k | 86.05 |
| 2012-06-30 | $1.4M | 16k | 84.93 |
| 2012-03-31 | $10M | 95k | 106.52 |
| 2011-12-31 | $8.0M | 89k | 90.59 |
| 2011-09-30 | $6.2M | 84k | 73.84 |
| 2011-06-30 | $5.8M | 55k | 106.47 |
| 2011-03-31 | $6.1M | 55k | 111.35 |
| 2010-12-31 | $5.0M | 54k | 93.66 |
| 2010-09-30 | $4.4M | 56k | 78.67 |
| 2010-06-30 | $5.4M | 89k | 60.07 |
| 2010-03-31 | $5.5M | 88k | 62.85 |
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