Caterpillar shares owned by Family Management Corporation
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Family Management Corporation
from 13F filings
Historical chart of Family Management Corporation investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Family Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 9.8k | 477.15 |
| 2025-06-30 | $4.0M | 10k | 388.21 |
| 2025-03-31 | $3.3M | 9.9k | 329.80 |
| 2024-12-31 | $3.4M | 9.5k | 353.75 |
| 2024-09-30 | $3.6M | 9.2k | 391.12 |
| 2024-06-30 | $2.9M | 8.7k | 333.10 |
| 2024-03-31 | $2.9M | 8.0k | 366.43 |
More positions owned by Family Management Corporation
View all positions for Family Management Corporation