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Caterpillar shares owned by Goelzer Investment Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Goelzer Investment Management from 13F filings

Historical chart of Goelzer Investment Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Goelzer Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Goelzer Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 15k 391.12
2024-06-30 $5.1M 15k 333.10
2024-03-31 $5.6M 15k 366.43
2023-12-31 $4.6M 16k 295.67
2023-09-30 $4.1M 15k 273.00
2023-06-30 $3.7M 15k 246.05
2023-03-31 $3.5M 16k 228.84
2022-12-31 $3.8M 16k 239.56
2022-09-30 $2.0M 12k 164.06
2022-06-30 $2.2M 12k 178.75
2022-03-31 $2.5M 11k 222.84
2021-12-31 $2.1M 10k 206.77