Caterpillar shares owned by Ethos Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ethos Financial Group
from 13F filings
Historical chart of Ethos Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ethos Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 3.6k | 477.09 |
| 2025-06-30 | $972k | 2.5k | 388.21 |
| 2025-03-31 | $1.9M | 5.5k | 345.66 |
| 2024-12-31 | $460k | 1.3k | 364.50 |
| 2024-09-30 | $295k | 754 | 391.25 |
| 2024-06-30 | $242k | 727 | 332.87 |
| 2024-03-31 | $269k | 735 | 365.99 |
| 2023-12-31 | $211k | 713 | 295.93 |