Caterpillar shares owned by Frisch Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Frisch Financial Group
from 13F filings
Historical chart of Frisch Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Frisch Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $600k | 1.5k | 391.39 |
| 2024-06-30 | $484k | 1.5k | 332.87 |
| 2024-03-31 | $532k | 1.5k | 366.64 |
| 2023-12-31 | $427k | 1.4k | 295.91 |
| 2023-09-30 | $397k | 1.5k | 273.04 |
| 2023-06-30 | $392k | 1.6k | 246.08 |
| 2023-03-31 | $362k | 1.6k | 228.54 |
| 2022-12-31 | $339k | 1.4k | 239.75 |
| 2022-09-30 | $231k | 1.4k | 164.30 |
| 2022-06-30 | $250k | 1.4k | 178.83 |
| 2022-03-31 | $310k | 1.4k | 223.02 |
| 2021-12-31 | $288k | 1.4k | 206.60 |
| 2021-09-30 | $257k | 1.3k | 192.22 |
| 2021-06-30 | $297k | 1.4k | 217.58 |
| 2021-03-31 | $364k | 1.6k | 231.99 |
| 2020-12-31 | $294k | 1.6k | 182.16 |
| 2020-09-30 | $239k | 1.6k | 148.91 |
| 2019-12-31 | $307k | 2.1k | 147.53 |
| 2019-09-30 | $250k | 2.0k | 126.20 |
| 2019-06-30 | $244k | 1.8k | 136.31 |
| 2019-03-31 | $241k | 1.8k | 135.62 |
| 2018-12-31 | $260k | 2.0k | 127.08 |