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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

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Financial & Tax Architects consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
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