Caterpillar shares owned by Financial Partners Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Financial Partners Group
from 13F filings
Historical chart of Financial Partners Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Financial Partners Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Financial Partners Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $752k | 1.6k | 477.02 |
| 2025-06-30 | $558k | 1.4k | 388.28 |
| 2025-03-31 | $504k | 1.5k | 329.82 |
| 2024-12-31 | $554k | 1.5k | 362.68 |
| 2024-09-30 | $589k | 1.5k | 391.15 |
| 2024-06-30 | $505k | 1.5k | 333.20 |
| 2024-03-31 | $536k | 1.5k | 366.51 |
| 2023-12-31 | $429k | 1.5k | 295.61 |
| 2023-09-30 | $339k | 1.4k | 234.09 |
| 2023-06-30 | $412k | 1.5k | 276.53 |
| 2023-03-31 | $340k | 1.5k | 228.86 |
| 2022-12-31 | $387k | 1.6k | 248.16 |
| 2022-09-30 | $228k | 1.4k | 164.27 |
| 2022-06-30 | $258k | 1.4k | 178.92 |
| 2022-03-31 | $321k | 1.4k | 222.76 |
| 2021-12-31 | $302k | 1.5k | 201.60 |
| 2021-09-30 | $295k | 1.5k | 192.06 |
| 2021-06-30 | $304k | 1.4k | 217.77 |
| 2021-03-31 | $208k | 897 | 231.88 |