Caterpillar shares owned by Fortem Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fortem Financial Group
from 13F filings
Historical chart of Fortem Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Fortem Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $842k | 1.8k | 477.15 |
| 2025-06-30 | $795k | 2.0k | 388.19 |
| 2025-03-31 | $724k | 2.2k | 329.87 |
| 2024-12-31 | $920k | 2.5k | 362.77 |
| 2024-09-30 | $992k | 2.5k | 391.13 |
| 2024-06-30 | $806k | 2.4k | 333.11 |
| 2024-03-31 | $964k | 2.6k | 366.46 |
| 2023-12-31 | $911k | 3.1k | 295.69 |
| 2023-09-30 | $841k | 3.1k | 273.01 |
| 2023-06-30 | $759k | 3.1k | 246.02 |
| 2023-03-31 | $659k | 2.9k | 228.85 |
| 2022-12-31 | $785k | 3.3k | 239.56 |
| 2022-09-30 | $514k | 3.1k | 164.16 |
| 2022-06-30 | $560k | 3.1k | 178.86 |
| 2022-03-31 | $827k | 3.7k | 222.91 |
| 2021-12-31 | $697k | 3.4k | 206.82 |
| 2021-09-30 | $676k | 3.5k | 192.05 |
| 2021-06-30 | $766k | 3.5k | 217.61 |
| 2021-03-31 | $784k | 3.4k | 231.95 |
| 2020-12-31 | $576k | 3.2k | 181.99 |