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Caterpillar shares owned by FORA Capital

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by FORA Capital from 13F filings

Historical chart of FORA Capital investment in Caterpillar

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All positions including Caterpillar held by FORA Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by FORA Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 593 477.15
2024-12-31 $4.5M 12k 362.76
2024-06-30 $4.7M 14k 333.10
2022-12-31 $4.9M 20k 239.56
2022-09-30 $5.3M 32k 164.07
2022-03-31 $1.2M 5.2k 223.03
2021-09-30 $756k 3.9k 192.02
2020-12-31 $2.4M 13k 182.05
2020-06-30 $295k 2.3k 126.45