Caterpillar shares owned by Financial & Tax Architects
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Financial & Tax Architects
from 13F filings
Historical chart of Financial & Tax Architects investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Financial & Tax Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 18k | 477.14 |
| 2025-06-30 | $7.6M | 20k | 388.22 |
| 2025-03-31 | $483k | 1.5k | 329.91 |
| 2024-12-31 | $6.5M | 18k | 362.76 |
| 2024-09-30 | $7.0M | 18k | 391.11 |
| 2024-06-30 | $6.0M | 18k | 333.10 |
| 2024-03-31 | $6.5M | 18k | 366.43 |
| 2023-12-31 | $6.1M | 21k | 295.67 |
| 2023-09-30 | $5.7M | 21k | 273.01 |
| 2023-06-30 | $5.4M | 22k | 246.05 |
| 2023-03-31 | $4.7M | 21k | 228.84 |
| 2022-12-31 | $4.9M | 20k | 249.71 |
| 2022-09-30 | $4.0M | 25k | 164.09 |
| 2022-06-30 | $3.9M | 22k | 178.76 |
| 2022-03-31 | $4.4M | 20k | 222.82 |
| 2021-12-31 | $3.7M | 18k | 206.74 |
| 2021-09-30 | $3.1M | 16k | 191.97 |
| 2021-06-30 | $3.1M | 14k | 217.62 |
| 2021-03-31 | $3.2M | 14k | 231.88 |
More positions owned by Financial & Tax Architects
View all positions for Financial & Tax Architects