Caterpillar shares owned by Financial Consulate
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Financial Consulate
from 13F filings
Historical chart of Financial Consulate investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Financial Consulate
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.2k | 477.21 |
| 2023-03-31 | $481k | 2.1k | 228.84 |
| 2022-12-31 | $503k | 2.1k | 239.56 |
| 2022-09-30 | $345k | 2.1k | 164.29 |
| 2022-06-30 | $375k | 2.1k | 178.57 |
| 2022-03-31 | $468k | 2.1k | 222.86 |
| 2021-12-31 | $434k | 2.1k | 206.67 |
| 2021-09-30 | $384k | 2.0k | 191.81 |
| 2021-06-30 | $436k | 2.0k | 217.78 |
| 2021-03-31 | $464k | 2.0k | 231.77 |
| 2020-12-31 | $364k | 2.0k | 181.82 |
| 2020-09-30 | $299k | 2.0k | 149.35 |
| 2020-06-30 | $255k | 2.0k | 126.74 |
| 2020-03-31 | $233k | 2.0k | 115.81 |