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Caterpillar shares owned by Golub Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Golub Group from 13F filings

Historical chart of Golub Group investment in Caterpillar

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All positions including Caterpillar held by Golub Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Golub Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.0M 20k 295.67
2023-09-30 $5.3M 20k 273.00
2023-06-30 $4.8M 20k 246.05
2023-03-31 $4.4M 19k 228.84
2022-12-31 $4.5M 19k 239.57
2022-09-30 $3.1M 19k 164.07
2022-06-30 $3.1M 17k 178.74
2022-03-31 $4.2M 19k 222.80
2021-12-31 $4.0M 19k 206.76
2021-09-30 $3.7M 19k 191.96
2021-06-30 $4.3M 20k 217.64
2021-03-31 $4.5M 19k 231.88
2020-12-31 $3.5M 19k 182.01
2020-09-30 $2.9M 20k 149.18
2020-06-30 $2.4M 19k 126.48
2020-03-31 $2.1M 18k 116.05
2019-12-31 $2.4M 17k 147.67
2019-09-30 $1.9M 15k 126.30
2019-06-30 $1.9M 14k 136.26
2019-03-31 $1.8M 13k 135.49
2018-12-31 $1.5M 12k 127.07
2018-09-30 $1.6M 11k 152.50
2018-06-30 $1.4M 11k 135.71
2018-03-31 $1.5M 10k 147.38
2017-12-31 $2.0M 13k 157.58
2017-09-30 $1.6M 12k 124.71
2017-06-30 $1.2M 11k 107.48
2017-03-31 $1.0M 11k 92.77
2016-12-31 $1.0M 11k 92.75
2016-09-30 $916k 10k 88.76
2016-06-30 $671k 8.9k 75.82
2016-03-31 $426k 5.6k 76.48
2015-12-31 $244k 3.6k 67.97
2011-12-31 $203k 2.2k 90.42
2011-06-30 $249k 2.3k 106.32
2011-03-31 $4.7M 42k 111.35