Caterpillar shares owned by Forum Financial Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 7.6k | 477.20 |
| 2025-06-30 | $2.9M | 7.4k | 388.25 |
| 2025-03-31 | $2.4M | 7.2k | 329.85 |
| 2024-12-31 | $2.6M | 7.0k | 362.76 |
| 2024-09-30 | $2.4M | 6.2k | 391.16 |
| 2024-06-30 | $2.1M | 6.2k | 333.13 |
| 2024-03-31 | $2.3M | 6.2k | 366.46 |
| 2023-12-31 | $1.9M | 6.3k | 295.71 |
| 2023-09-30 | $1.8M | 6.6k | 272.99 |
| 2023-06-30 | $1.2M | 5.0k | 246.07 |
| 2023-03-31 | $992k | 4.3k | 228.85 |
| 2022-12-31 | $1.1M | 4.4k | 239.55 |
| 2022-09-30 | $729k | 4.4k | 164.15 |
| 2022-06-30 | $900k | 5.0k | 178.86 |
| 2022-03-31 | $1.1M | 4.8k | 222.68 |
| 2021-12-31 | $1.0M | 4.9k | 206.65 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management