Caterpillar shares owned by Fisher Investments
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fisher Investments
from 13F filings
Historical chart of Fisher Investments investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Fisher Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5B | 9.0M | 391.12 |
| 2024-06-30 | $2.9B | 8.7M | 333.10 |
| 2024-03-31 | $3.1B | 8.3M | 366.43 |
| 2023-12-31 | $2.4B | 8.1M | 295.67 |
| 2023-09-30 | $2.2B | 8.0M | 273.00 |
| 2023-06-30 | $1.9B | 7.7M | 246.05 |
| 2023-03-31 | $1.7B | 7.5M | 228.84 |
| 2022-12-31 | $1.8B | 7.4M | 239.56 |
| 2022-09-30 | $1.2B | 7.3M | 164.08 |
| 2022-06-30 | $1.3B | 7.5M | 178.76 |
| 2022-03-31 | $1.6B | 7.3M | 222.82 |
| 2021-12-31 | $1.4B | 7.0M | 206.74 |
| 2021-09-30 | $1.3B | 6.8M | 191.97 |
| 2021-06-30 | $1.4B | 6.6M | 217.63 |
| 2021-03-31 | $1.5B | 6.4M | 231.87 |
| 2020-12-31 | $1.1B | 6.2M | 182.02 |
| 2020-09-30 | $894M | 6.0M | 149.15 |
| 2020-06-30 | $734M | 5.8M | 126.50 |
| 2020-03-31 | $651M | 5.6M | 116.04 |
| 2019-12-31 | $819M | 5.5M | 147.68 |
| 2019-09-30 | $679M | 5.4M | 126.31 |
| 2019-06-30 | $8.6M | 63k | 136.30 |
| 2019-03-31 | $1.2M | 9.3k | 127.07 |
| 2018-12-31 | $1.2M | 9.3k | 127.07 |
| 2018-09-30 | $1.4M | 9.4k | 152.54 |
| 2018-06-30 | $1.0M | 7.5k | 135.72 |
| 2018-03-31 | $995k | 6.7k | 147.43 |
| 2017-12-31 | $838k | 5.3k | 157.49 |
| 2017-09-30 | $748k | 6.0k | 124.71 |
| 2017-06-30 | $665k | 6.2k | 107.38 |
| 2017-03-31 | $421k | 4.5k | 92.85 |
| 2016-12-31 | $337k | 3.6k | 92.68 |
| 2016-09-30 | $427k | 4.8k | 88.81 |
| 2016-06-30 | $360k | 4.6k | 77.72 |
| 2016-03-31 | $491k | 6.2k | 79.23 |
| 2015-12-31 | $419k | 6.2k | 67.96 |
| 2015-09-30 | $872k | 13k | 65.36 |
| 2015-06-30 | $743k | 8.8k | 84.87 |
| 2015-03-31 | $595k | 7.4k | 79.98 |
| 2014-12-31 | $677k | 7.4k | 91.55 |
| 2014-09-30 | $742k | 7.5k | 99.03 |
| 2014-06-30 | $890k | 8.2k | 108.72 |
| 2014-03-31 | $1.3M | 13k | 99.35 |
| 2013-12-31 | $950k | 11k | 90.81 |
| 2013-09-30 | $914k | 11k | 83.43 |
| 2013-06-30 | $1.1M | 13k | 82.47 |
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