Caterpillar shares owned by Financial Enhancement
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Financial Enhancement
from 13F filings
Historical chart of Financial Enhancement investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Financial Enhancement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 7.7k | 502.14 |
| 2025-06-30 | $306k | 753 | 406.02 |
| 2025-03-31 | $217k | 744 | 291.23 |
| 2024-12-31 | $270k | 745 | 362.55 |
| 2024-06-30 | $247k | 746 | 331.52 |
| 2024-03-31 | $265k | 725 | 365.63 |
| 2023-12-31 | $200k | 719 | 278.63 |
| 2022-09-30 | $33k | 200 | 165.00 |
| 2022-06-30 | $36k | 200 | 180.00 |
| 2022-03-31 | $45k | 200 | 225.00 |
| 2021-12-31 | $52k | 250 | 208.00 |
| 2021-09-30 | $49k | 255 | 192.16 |
| 2021-06-30 | $4.5M | 21k | 217.64 |
| 2021-03-31 | $5.0M | 22k | 231.87 |
| 2020-12-31 | $88k | 485 | 181.44 |
| 2020-09-30 | $72k | 485 | 148.45 |
| 2020-06-30 | $61k | 485 | 125.77 |
| 2020-03-31 | $88k | 760 | 115.79 |
| 2019-12-31 | $186k | 1.3k | 147.62 |
| 2019-09-30 | $159k | 1.3k | 126.19 |
| 2019-06-30 | $172k | 1.3k | 136.51 |
| 2019-03-31 | $205k | 1.5k | 135.49 |
| 2018-12-31 | $76k | 500 | 152.00 |
| 2018-09-30 | $76k | 500 | 152.00 |
| 2018-06-30 | $68k | 500 | 136.00 |
| 2018-03-31 | $74k | 500 | 148.00 |