Caterpillar shares owned by Financeware
Historical chart of Financeware investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Financeware
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $239k | 224 | 1064.90 |
| 2021-03-31 | $64k | 278 | 230.22 |
| 2020-03-31 | $18k | 158 | 113.92 |
| 2019-12-31 | $27k | 180 | 150.00 |
| 2019-09-30 | $17k | 135 | 125.93 |
| 2019-06-30 | $18k | 135 | 133.33 |
| 2019-03-31 | $18k | 135 | 133.33 |
| 2018-12-31 | $17k | 135 | 125.93 |
| 2018-09-30 | $21k | 135 | 155.56 |
| 2018-06-30 | $18k | 135 | 133.33 |
| 2018-03-31 | $10k | 65 | 153.85 |
| 2015-03-31 | $33k | 409 | 80.68 |
| 2014-12-31 | $30k | 329 | 91.19 |
| 2014-09-30 | $32k | 327 | 97.86 |
| 2014-06-30 | $35k | 325 | 107.69 |
| 2014-03-31 | $32k | 323 | 99.07 |
| 2013-12-31 | $29k | 321 | 90.34 |
| 2013-09-30 | $27k | 319 | 84.64 |
| 2013-06-30 | $26k | 317 | 82.02 |