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Caterpillar shares owned by Greenwood Capital Associates

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Greenwood Capital Associates from 13F filings

Historical chart of Greenwood Capital Associates investment in Caterpillar

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All positions including Caterpillar held by Greenwood Capital Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Greenwood Capital Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $420k 1.1k 391.12
2024-06-30 $379k 1.1k 333.10
2024-03-31 $416k 1.1k 366.43
2023-12-31 $400k 1.4k 295.67
2020-12-31 $430k 2.4k 182.13
2020-09-30 $266k 1.8k 149.02
2019-03-31 $79k 580 136.21
2014-09-30 $2.2M 22k 99.02
2014-06-30 $2.4M 22k 108.68