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Caterpillar shares owned by Dumont & Blake Investment Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Dumont & Blake Investment Advisors from 13F filings

Historical chart of Dumont & Blake Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Dumont & Blake Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.3M 9.9k 333.10
2024-03-31 $1.3M 3.5k 366.43
2023-12-31 $1.0M 3.5k 295.80
2023-09-30 $987k 3.6k 273.10
2023-06-30 $888k 3.6k 246.05
2023-03-31 $822k 3.6k 228.71
2022-12-31 $868k 3.6k 239.51
2022-09-30 $595k 3.6k 163.96
2022-06-30 $645k 3.6k 178.77
2022-03-31 $797k 3.6k 222.75
2021-12-31 $735k 3.6k 206.81
2021-09-30 $681k 3.5k 191.99
2021-06-30 $763k 3.5k 217.56
2021-03-31 $815k 3.5k 231.93
2020-12-31 $625k 3.4k 182.00
2020-09-30 $517k 3.5k 149.16
2020-06-30 $430k 3.4k 126.62
2020-03-31 $385k 3.3k 115.96
2019-12-31 $499k 3.4k 147.63
2019-09-30 $423k 3.4k 126.27
2019-06-30 $457k 3.4k 136.21
2015-12-31 $649k 9.5k 67.99
2015-09-30 $613k 9.4k 65.31
2015-06-30 $805k 9.5k 84.86
2015-03-31 $759k 9.5k 80.01
2014-12-31 $860k 9.4k 91.58
2014-09-30 $935k 9.4k 99.04
2014-06-30 $1.0M 9.4k 108.67
2014-03-31 $942k 9.5k 99.36
2013-12-31 $891k 9.8k 90.82
2013-09-30 $922k 11k 83.43
2013-06-30 $912k 11k 82.53
2013-03-31 $965k 11k 86.93
2012-12-31 $995k 11k 89.63
2012-09-30 $961k 11k 86.03
2012-06-30 $940k 11k 84.91
2012-03-31 $1.2M 11k 106.54
2011-12-31 $990k 11k 90.61
2011-09-30 $816k 11k 73.87
2011-03-31 $1.9M 17k 111.38