Caterpillar shares owned by Franklin Street Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Franklin Street Advisors
from 13F filings
Historical chart of Franklin Street Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Franklin Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 7.2k | 391.19 |
| 2024-06-30 | $2.4M | 7.2k | 333.10 |
| 2024-03-31 | $2.7M | 7.3k | 366.41 |
| 2023-12-31 | $2.1M | 7.0k | 295.65 |
| 2023-09-30 | $1.9M | 7.0k | 272.95 |
| 2023-06-30 | $1.8M | 7.2k | 245.98 |
| 2023-03-31 | $1.6M | 7.0k | 228.86 |
| 2022-12-31 | $1.7M | 7.0k | 239.57 |
| 2022-09-30 | $1.1M | 7.0k | 164.14 |
| 2022-06-30 | $1.3M | 7.0k | 178.71 |
| 2022-03-31 | $1.5M | 6.5k | 222.78 |
| 2021-12-31 | $1.3M | 6.5k | 206.77 |
| 2021-09-30 | $1.2M | 6.5k | 192.00 |
| 2021-06-30 | $1.4M | 6.5k | 217.69 |
| 2021-03-31 | $1.5M | 6.5k | 231.85 |
| 2020-12-31 | $1.2M | 6.5k | 182.00 |
| 2020-09-30 | $969k | 6.5k | 149.08 |
| 2020-06-30 | $822k | 6.5k | 126.46 |
| 2020-03-31 | $1.1M | 9.5k | 116.08 |
| 2019-12-31 | $9.0M | 61k | 147.69 |
| 2019-09-30 | $8.2M | 65k | 126.31 |
| 2019-06-30 | $11M | 80k | 136.29 |
| 2019-03-31 | $11M | 84k | 135.49 |
| 2018-12-31 | $11M | 85k | 127.07 |
| 2018-09-30 | $12M | 77k | 152.50 |
| 2018-06-30 | $9.3M | 69k | 135.67 |
| 2018-03-31 | $6.9M | 47k | 147.37 |
| 2017-12-31 | $1.1M | 6.7k | 157.61 |
| 2017-09-30 | $836k | 6.7k | 124.78 |
| 2017-06-30 | $737k | 6.9k | 107.43 |
| 2017-03-31 | $636k | 6.9k | 92.71 |
| 2016-12-31 | $666k | 7.2k | 92.76 |
| 2016-09-30 | $651k | 7.3k | 88.84 |
| 2016-06-30 | $569k | 7.5k | 75.84 |
| 2016-03-31 | $561k | 7.3k | 76.56 |
| 2015-12-31 | $497k | 7.3k | 67.83 |
| 2015-09-30 | $507k | 7.8k | 65.26 |
| 2015-06-30 | $624k | 7.3k | 84.96 |
| 2015-03-31 | $545k | 6.8k | 79.82 |
| 2014-12-31 | $627k | 6.8k | 91.87 |
| 2014-09-30 | $679k | 6.8k | 99.40 |
| 2014-06-30 | $740k | 6.8k | 108.43 |
| 2014-03-31 | $586k | 5.8k | 100.61 |
| 2013-12-31 | $533k | 5.8k | 91.46 |
| 2013-09-30 | $507k | 6.1k | 82.80 |
| 2013-06-30 | $523k | 6.4k | 82.00 |