Caterpillar shares owned by Ethic
Historical chart of Ethic investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ethic
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 45k | 366.43 |
| 2024-03-31 | $16M | 45k | 366.43 |
| 2023-09-30 | $11M | 41k | 273.00 |
| 2023-06-30 | $9.3M | 38k | 246.05 |
| 2023-03-31 | $8.7M | 38k | 228.84 |
| 2022-12-31 | $6.8M | 28k | 239.56 |
| 2022-09-30 | $2.4M | 14k | 164.08 |
| 2022-06-30 | $2.1M | 12k | 178.77 |
| 2022-03-31 | $4.7M | 21k | 222.82 |
| 2021-12-31 | $3.6M | 17k | 206.76 |
| 2021-09-30 | $1.9M | 9.8k | 191.92 |
| 2021-06-30 | $1.0M | 4.6k | 217.53 |
| 2021-03-31 | $1.3M | 5.8k | 231.81 |
| 2020-12-31 | $892k | 4.9k | 181.93 |
| 2020-09-30 | $507k | 3.4k | 149.07 |
| 2020-06-30 | $344k | 2.7k | 126.66 |
| 2020-03-31 | $290k | 2.5k | 116.19 |
| 2019-12-31 | $291k | 2.0k | 147.64 |