Caterpillar shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $204M | 522k | 391.12 |
| 2024-06-30 | $182M | 547k | 333.10 |
| 2024-03-31 | $219M | 597k | 366.43 |
| 2023-09-30 | $181M | 664k | 273.00 |
| 2023-06-30 | $128M | 521k | 246.05 |
| 2023-03-31 | $121M | 1.1M | 115.32 |
| 2022-12-31 | $130M | 542k | 239.56 |
| 2022-09-30 | $83M | 504k | 164.08 |
| 2022-06-30 | $98M | 546k | 178.76 |
| 2022-03-31 | $211M | 948k | 222.82 |
| 2021-12-31 | $163M | 789k | 206.74 |
| 2021-09-30 | $143M | 747k | 191.97 |
| 2021-06-30 | $159M | 732k | 217.63 |
| 2021-03-31 | $145M | 625k | 231.87 |
| 2020-12-31 | $80M | 441k | 182.02 |
| 2020-09-30 | $61M | 408k | 149.15 |
| 2020-06-30 | $40M | 315k | 126.50 |
| 2020-03-31 | $31M | 263k | 116.04 |
| 2019-12-31 | $30M | 205k | 147.68 |
| 2019-09-30 | $23M | 178k | 126.31 |
| 2019-06-30 | $45M | 327k | 136.29 |
| 2019-03-31 | $59M | 437k | 135.49 |
| 2018-12-31 | $18M | 144k | 127.07 |
| 2018-09-30 | $2.0M | 13k | 152.47 |
| 2018-06-30 | $8.2M | 60k | 135.66 |
| 2018-03-31 | $8.0M | 55k | 146.68 |
| 2017-12-31 | $8.7M | 55k | 157.57 |
| 2017-09-30 | $2.4M | 20k | 124.61 |
| 2017-06-30 | $7.8M | 73k | 107.42 |
| 2017-03-31 | $13M | 137k | 92.76 |
| 2016-12-31 | $13M | 141k | 92.75 |
| 2016-09-30 | $10M | 113k | 88.77 |
| 2016-06-30 | $9.0M | 118k | 75.81 |
| 2016-03-31 | $8.8M | 116k | 76.54 |
| 2015-12-31 | $7.3M | 107k | 67.96 |
| 2015-09-30 | $6.8M | 104k | 65.36 |
| 2015-06-30 | $9.0M | 106k | 84.82 |
| 2015-03-31 | $8.4M | 105k | 80.03 |
| 2014-12-31 | $1.1M | 12k | 91.50 |
| 2014-09-30 | $1.3M | 13k | 99.06 |
| 2014-06-30 | $1.2M | 11k | 108.68 |
| 2014-03-31 | $487k | 4.9k | 99.35 |
| 2013-12-31 | $465k | 5.1k | 90.87 |
| 2013-09-30 | $449k | 5.4k | 83.49 |
| 2013-06-30 | $669k | 8.1k | 82.55 |
More positions owned by Envestnet Asset Management
View all positions for Envestnet Asset Management