Caterpillar shares owned by Global Financial Private Client
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Global Financial Private Client
from 13F filings
Historical chart of Global Financial Private Client investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Global Financial Private Client
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.6k | 477.15 |
| 2025-06-30 | $292k | 753 | 388.19 |
| 2025-03-31 | $244k | 740 | 329.80 |
| 2024-12-31 | $263k | 726 | 362.76 |
| 2024-09-30 | $280k | 716 | 391.12 |
| 2024-06-30 | $234k | 701 | 333.10 |
| 2024-03-31 | $255k | 701 | 363.74 |
| 2023-12-31 | $207k | 701 | 295.67 |
| 2023-09-30 | $191k | 701 | 271.72 |
| 2023-06-30 | $173k | 701 | 247.33 |
| 2023-03-31 | $161k | 701 | 229.87 |
| 2022-12-31 | $163k | 681 | 239.56 |
| 2022-09-30 | $117k | 681 | 171.23 |
| 2022-06-30 | $121k | 681 | 178.29 |
| 2022-03-31 | $101k | 461 | 219.77 |
| 2021-12-31 | $95k | 461 | 206.74 |
| 2021-09-30 | $27k | 141 | 194.33 |
| 2021-06-30 | $31k | 141 | 216.71 |
| 2021-03-31 | $33k | 141 | 232.74 |
| 2020-12-31 | $26k | 141 | 182.02 |
| 2020-09-30 | $49k | 331 | 146.71 |
| 2020-06-30 | $50k | 400 | 126.06 |
| 2020-03-31 | $84k | 755 | 111.35 |
| 2019-12-31 | $112k | 755 | 147.68 |
More positions owned by Global Financial Private Client
View all positions for Global Financial Private Client