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Caterpillar shares owned by Gries Financial

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

Historical chart of Gries Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Gries Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $629k 1.6k 391.12
2024-06-30 $210k 630 333.10
2024-03-31 $820k 2.2k 366.43
2022-12-31 $236k 984 239.84
2021-06-30 $387k 1.9k 204.76
2021-03-31 $452k 1.9k 239.92