Caterpillar shares owned by Global Retirement Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 18k | 477.15 |
| 2025-06-30 | $6.3M | 16k | 388.22 |
| 2024-12-31 | $7.3M | 20k | 362.77 |
| 2024-09-30 | $9.0M | 23k | 391.12 |
| 2024-06-30 | $7.5M | 23k | 333.11 |
| 2024-03-31 | $7.0M | 19k | 366.43 |
| 2023-12-31 | $5.4M | 19k | 287.23 |
| 2023-09-30 | $5.4M | 21k | 265.04 |
| 2023-06-30 | $4.9M | 20k | 246.05 |
| 2023-03-31 | $4.0M | 19k | 215.64 |
| 2022-12-31 | $4.4M | 18k | 239.56 |
| 2022-09-30 | $4.1M | 19k | 216.49 |
| 2022-06-30 | $3.2M | 18k | 178.79 |
| 2022-03-31 | $3.9M | 19k | 205.65 |
| 2021-09-30 | $3.4M | 18k | 191.98 |
| 2021-06-30 | $3.6M | 17k | 217.60 |
| 2021-03-31 | $3.6M | 15k | 231.84 |
| 2020-12-31 | $998k | 5.5k | 182.05 |
| 2020-09-30 | $815k | 5.5k | 149.19 |
| 2020-06-30 | $681k | 5.4k | 126.56 |
| 2020-03-31 | $595k | 5.1k | 116.10 |
| 2019-12-31 | $508k | 3.4k | 147.72 |
| 2019-09-30 | $430k | 3.4k | 126.28 |
| 2019-06-30 | $416k | 3.1k | 136.39 |
| 2019-03-31 | $329k | 2.4k | 135.67 |
| 2018-12-31 | $246k | 1.9k | 127.26 |
| 2018-09-30 | $380k | 2.5k | 152.43 |
| 2018-06-30 | $289k | 2.1k | 135.49 |
| 2018-03-31 | $291k | 2.0k | 147.42 |
| 2017-12-31 | $281k | 1.8k | 157.60 |
| 2017-09-30 | $228k | 1.8k | 124.66 |
| 2017-06-30 | $183k | 1.7k | 107.21 |
| 2017-03-31 | $197k | 2.1k | 92.58 |
| 2016-12-31 | $166k | 1.8k | 92.58 |
More positions owned by Global Retirement Partners
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