Caterpillar shares owned by IMS Capital Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by IMS Capital Management
from 13F filings
Historical chart of IMS Capital Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by IMS Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by IMS Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 4.4k | 477.15 |
| 2025-06-30 | $1.7M | 4.4k | 388.21 |
| 2025-03-31 | $487k | 1.5k | 329.80 |
| 2024-12-31 | $535k | 1.5k | 362.76 |
| 2024-09-30 | $577k | 1.5k | 391.12 |
| 2024-06-30 | $506k | 1.5k | 343.30 |
| 2024-03-31 | $541k | 1.5k | 366.43 |
| 2023-09-30 | $403k | 1.5k | 273.00 |
| 2023-06-30 | $394k | 1.6k | 246.05 |
| 2023-03-31 | $366k | 1.6k | 228.84 |
| 2022-12-31 | $383k | 1.6k | 239.56 |
| 2022-09-30 | $263k | 1.6k | 164.38 |
| 2022-06-30 | $286k | 1.6k | 178.75 |
| 2022-03-31 | $357k | 1.6k | 223.13 |
| 2021-12-31 | $331k | 1.6k | 206.88 |
| 2021-09-30 | $307k | 1.6k | 191.88 |
| 2021-06-30 | $348k | 1.6k | 217.50 |
| 2021-03-31 | $371k | 1.6k | 231.88 |
| 2020-12-31 | $518k | 2.8k | 182.07 |
| 2020-09-30 | $230k | 1.5k | 148.87 |
| 2020-06-30 | $373k | 2.9k | 126.66 |
| 2019-12-31 | $239k | 1.6k | 147.53 |
| 2019-09-30 | $205k | 1.6k | 126.54 |
| 2019-06-30 | $221k | 1.6k | 136.42 |
| 2018-12-31 | $206k | 1.6k | 127.16 |
| 2018-09-30 | $0 | 1.7k | 0.00 |
| 2018-06-30 | $237k | 1.7k | 135.74 |
| 2014-12-31 | $903k | 9.9k | 91.57 |
| 2014-09-30 | $561k | 5.7k | 99.12 |
| 2014-06-30 | $1.0M | 9.5k | 108.67 |
| 2014-03-31 | $940k | 9.5k | 99.38 |