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
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Quarterly reported holdings in Caterpillar by Dumont & Blake Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.8M | 4.8k | 572.87 |
| 2025-09-30 | $2.3M | 4.9k | 477.15 |
| 2025-06-30 | $1.9M | 5.0k | 388.21 |
| 2025-03-31 | $1.6M | 4.9k | 329.80 |
| 2024-12-31 | $1.8M | 4.9k | 362.76 |
| 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 |
More positions owned by Dumont & Blake Investment Advisors
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