Caterpillar shares owned by Ellenbecker Investment Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ellenbecker Investment Group
from 13F filings
Historical chart of Ellenbecker Investment Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ellenbecker Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $383k | 803 | 477.29 |
| 2025-06-30 | $307k | 791 | 388.47 |
| 2025-03-31 | $278k | 842 | 329.80 |
| 2024-12-31 | $305k | 840 | 363.14 |
| 2024-09-30 | $329k | 839 | 391.52 |
| 2024-06-30 | $304k | 912 | 333.44 |
| 2024-03-31 | $353k | 963 | 366.66 |
| 2023-12-31 | $266k | 901 | 295.23 |
More positions owned by Ellenbecker Investment Group
View all positions for Ellenbecker Investment Group