Caterpillar shares owned by Fidelis Capital Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fidelis Capital Partners
from 13F filings
Historical chart of Fidelis Capital Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Fidelis Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 12k | 477.15 |
| 2025-06-30 | $4.4M | 10k | 427.72 |
| 2025-03-31 | $3.1M | 10k | 306.45 |
| 2024-12-31 | $3.6M | 10k | 361.55 |
| 2024-09-30 | $3.3M | 8.7k | 385.73 |
| 2024-06-30 | $2.7M | 8.2k | 325.80 |
| 2024-03-31 | $2.3M | 6.2k | 366.43 |
| 2023-12-31 | $1.3M | 4.4k | 295.67 |
| 2023-09-30 | $840k | 3.1k | 273.00 |
| 2023-06-30 | $725k | 2.9k | 246.05 |
| 2023-03-31 | $626k | 2.9k | 215.09 |