Caterpillar shares owned by Embree Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Embree Financial Group
from 13F filings
Historical chart of Embree Financial Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Embree Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Embree Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $380k | 797 | 477.14 |
| 2025-06-30 | $317k | 817 | 388.40 |
| 2025-03-31 | $213k | 646 | 329.77 |
| 2024-12-31 | $332k | 915 | 362.81 |
| 2024-09-30 | $412k | 1.1k | 391.23 |