Caterpillar shares owned by Independent Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.3M | 12k | 708.41 |
| 2025-09-30 | $7.2M | 15k | 477.15 |
| 2025-06-30 | $5.9M | 15k | 388.21 |
| 2025-03-31 | $4.9M | 15k | 329.78 |
| 2024-12-31 | $5.1M | 14k | 362.75 |
| 2024-09-30 | $4.0M | 10k | 391.15 |
| 2024-06-30 | $3.3M | 9.8k | 333.14 |
| 2024-03-31 | $3.4M | 9.4k | 366.44 |
| 2023-12-31 | $2.3M | 7.7k | 295.66 |
| 2023-09-30 | $1.8M | 6.6k | 273.00 |
| 2023-06-30 | $1.5M | 6.1k | 246.06 |
| 2023-03-31 | $1.3M | 5.6k | 228.85 |
| 2022-12-31 | $1.3M | 5.4k | 239.57 |
| 2022-09-30 | $924k | 5.6k | 164.09 |
| 2022-06-30 | $964k | 5.4k | 178.78 |
| 2022-03-31 | $1.2M | 5.4k | 222.85 |
| 2021-12-31 | $1.1M | 5.4k | 206.74 |
| 2021-09-30 | $1.1M | 6.0k | 191.97 |
| 2021-06-30 | $1.2M | 5.6k | 217.65 |
| 2021-03-31 | $1.2M | 5.0k | 231.86 |
| 2020-12-31 | $632k | 3.5k | 182.01 |
| 2020-09-30 | $223k | 1.5k | 149.15 |
| 2020-06-30 | $235k | 1.9k | 126.50 |
| 2020-03-31 | $244k | 2.1k | 116.04 |
More positions owned by Independent Financial Group
View all positions for Independent Financial Group