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Caterpillar shares owned by Equitable Trust

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Equitable Trust from 13F filings

Historical chart of Equitable Trust investment in Caterpillar

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All positions including Caterpillar held by Equitable Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Equitable Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 16k 366.43
2023-12-31 $4.4M 15k 295.67
2023-09-30 $4.1M 15k 273.00
2023-06-30 $3.8M 16k 246.05
2023-03-31 $3.8M 17k 228.84
2022-12-31 $3.9M 17k 239.56
2022-09-30 $3.2M 19k 164.10
2022-06-30 $3.6M 20k 178.75
2022-03-31 $4.5M 20k 222.80
2021-12-31 $4.0M 20k 206.75
2021-09-30 $3.4M 18k 191.98
2021-06-30 $5.9M 27k 217.61
2021-03-31 $6.4M 28k 231.85
2020-12-31 $5.4M 30k 182.01
2020-09-30 $4.5M 30k 149.17
2020-06-30 $3.9M 31k 126.49
2020-03-31 $4.1M 35k 116.06
2019-12-31 $930k 6.3k 147.51
2019-09-30 $838k 6.6k 126.45
2019-06-30 $860k 6.3k 136.38
2019-03-31 $858k 6.3k 135.53
2018-12-31 $905k 7.1k 127.20
2018-09-30 $888k 5.8k 152.35
2018-06-30 $400k 3.0k 135.50