Caterpillar shares owned by Equitable Holdings
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Equitable Holdings
from 13F filings
Historical chart of Equitable Holdings investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Equitable Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $13M | 22k | 572.87 |
| 2025-09-30 | $11M | 24k | 477.15 |
| 2025-06-30 | $8.9M | 23k | 388.21 |
| 2025-03-31 | $5.8M | 18k | 329.80 |
| 2024-12-31 | $5.5M | 15k | 362.76 |
| 2024-09-30 | $5.8M | 15k | 391.12 |
| 2024-06-30 | $5.7M | 17k | 333.10 |
| 2024-03-31 | $5.5M | 15k | 366.43 |
| 2023-12-31 | $4.2M | 14k | 295.68 |
| 2023-09-30 | $3.0M | 11k | 273.00 |
| 2023-06-30 | $2.5M | 10k | 246.05 |
| 2023-03-31 | $1.9M | 8.4k | 228.84 |
| 2022-12-31 | $2.0M | 8.3k | 239.56 |
| 2022-09-30 | $1.4M | 8.4k | 164.10 |
| 2022-06-30 | $1.5M | 8.1k | 178.76 |
| 2022-03-31 | $1.9M | 8.6k | 222.85 |
| 2021-12-31 | $1.6M | 7.8k | 206.80 |
| 2021-09-30 | $1.3M | 6.8k | 191.90 |
| 2021-06-30 | $1.4M | 6.4k | 217.58 |
| 2021-03-31 | $1.4M | 6.2k | 231.85 |
| 2020-12-31 | $1.1M | 6.1k | 181.98 |
| 2020-09-30 | $905k | 6.1k | 149.09 |
| 2020-06-30 | $784k | 6.2k | 126.57 |
| 2020-03-31 | $735k | 6.3k | 115.97 |
| 2019-12-31 | $859k | 5.8k | 147.72 |