Caterpillar shares owned by First Personal Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by First Personal Financial Services
from 13F filings
Historical chart of First Personal Financial Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by First Personal Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $195k | 533 | 366.43 |
| 2023-12-31 | $158k | 533 | 295.67 |
| 2023-09-30 | $146k | 533 | 273.00 |
| 2023-06-30 | $131k | 533 | 246.05 |
| 2023-03-31 | $122k | 533 | 228.84 |
| 2022-12-31 | $85k | 353 | 239.56 |
| 2022-09-30 | $58k | 353 | 164.31 |
| 2022-06-30 | $63k | 353 | 178.47 |
| 2022-03-31 | $79k | 353 | 223.80 |
| 2021-12-31 | $73k | 353 | 206.80 |
| 2021-09-30 | $202k | 1.1k | 191.83 |
| 2021-06-30 | $229k | 1.1k | 217.47 |
| 2021-03-31 | $270k | 1.2k | 232.16 |
| 2020-12-31 | $212k | 1.2k | 182.29 |
| 2020-09-30 | $159k | 1.1k | 149.02 |
| 2020-06-30 | $137k | 1.1k | 126.73 |
| 2020-03-31 | $125k | 1.1k | 115.63 |
| 2019-12-31 | $164k | 1.1k | 147.88 |
| 2019-09-30 | $140k | 1.1k | 125.90 |
| 2019-06-30 | $152k | 1.1k | 136.57 |
| 2019-03-31 | $147k | 1.1k | 135.61 |
| 2018-12-31 | $140k | 1.1k | 127.50 |
| 2018-09-30 | $152k | 996 | 152.61 |
| 2018-06-30 | $127k | 933 | 136.12 |
| 2018-03-31 | $228k | 1.5k | 147.27 |
| 2017-12-31 | $283k | 1.8k | 157.48 |
| 2017-09-30 | $161k | 1.3k | 125.10 |
| 2017-06-30 | $171k | 1.6k | 107.61 |
| 2017-03-31 | $111k | 1.2k | 92.65 |
| 2016-12-31 | $42k | 448 | 93.75 |
| 2016-09-30 | $40k | 448 | 89.29 |
| 2016-06-30 | $29k | 377 | 76.92 |
| 2016-03-31 | $25k | 325 | 76.92 |
| 2015-12-31 | $48k | 700 | 68.57 |
| 2015-09-30 | $46k | 700 | 65.71 |
| 2015-06-30 | $60k | 700 | 85.71 |
| 2015-03-31 | $71k | 883 | 80.41 |
| 2014-12-31 | $45k | 500 | 90.00 |
More positions owned by First Personal Financial Services
View all positions for First Personal Financial Services