Caterpillar shares owned by Forte Capital
Historical chart of Forte Capital investment in Caterpillar
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All positions including Caterpillar held by Forte Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Forte Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $682k | 1.7k | 391.22 |
| 2024-06-30 | $560k | 1.7k | 333.02 |
| 2024-03-31 | $616k | 1.7k | 366.33 |
| 2023-12-31 | $497k | 1.7k | 295.73 |
| 2023-09-30 | $383k | 1.4k | 272.99 |
| 2023-06-30 | $371k | 1.5k | 245.97 |
| 2023-03-31 | $345k | 1.5k | 228.85 |
| 2022-12-31 | $343k | 1.4k | 239.51 |
| 2022-09-30 | $237k | 1.4k | 164.13 |
| 2022-06-30 | $397k | 1.9k | 206.88 |
| 2022-03-31 | $397k | 1.9k | 206.88 |
| 2021-12-31 | $397k | 1.9k | 206.88 |
| 2021-09-30 | $434k | 2.3k | 192.12 |
| 2021-06-30 | $492k | 2.3k | 217.41 |
| 2021-03-31 | $463k | 2.0k | 231.73 |
| 2020-12-31 | $364k | 2.0k | 182.18 |
| 2020-09-30 | $216k | 1.4k | 149.48 |
| 2017-12-31 | $262k | 1.7k | 157.26 |