Caterpillar shares owned by Golden State Equity Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Golden State Equity Partners
from 13F filings
Historical chart of Golden State Equity Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Golden State Equity Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 4.8k | 477.10 |
| 2025-06-30 | $1.6M | 4.0k | 388.18 |
| 2025-03-31 | $1.8M | 5.3k | 329.78 |
| 2024-12-31 | $1.3M | 3.6k | 362.74 |
| 2024-09-30 | $532k | 1.4k | 391.11 |
| 2024-06-30 | $1.2M | 3.5k | 333.07 |
| 2023-12-31 | $682k | 2.3k | 295.65 |
| 2023-09-30 | $529k | 1.9k | 273.07 |
| 2023-06-30 | $482k | 2.0k | 246.00 |
| 2022-03-31 | $640k | 2.8k | 231.97 |
| 2021-06-30 | $461k | 2.1k | 217.56 |
| 2021-03-31 | $640k | 2.8k | 231.97 |
| 2020-12-31 | $238k | 1.3k | 181.26 |
More positions owned by Golden State Equity Partners
View all positions for Golden State Equity Partners