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Caterpillar shares owned by Excalibur Management Corporation

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Excalibur Management Corporation from 13F filings

Historical chart of Excalibur Management Corporation investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Excalibur Management Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Excalibur Management Corporation

Quarter filed Position value Share count Share price at filing
2024-06-30 $635k 1.9k 333.10
2024-03-31 $527k 1.4k 366.43
2023-12-31 $426k 1.4k 295.67
2023-09-30 $404k 1.5k 273.00
2023-06-30 $345k 1.4k 246.05
2023-03-31 $230k 1.0k 228.84
2022-12-31 $241k 1.0k 239.56
2022-03-31 $222k 997 222.67
2021-12-31 $206k 997 206.62