Caterpillar shares owned by Institutional & Family Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Institutional & Family Asset Management
from 13F filings
Historical chart of Institutional & Family Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Institutional & Family Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $415k | 1.1k | 366.43 |
| 2023-12-31 | $334k | 1.1k | 295.56 |
| 2023-09-30 | $307k | 1.1k | 272.98 |
| 2023-06-30 | $275k | 1.1k | 246.02 |
| 2023-03-31 | $254k | 1.1k | 228.80 |
| 2022-12-31 | $265k | 1.1k | 239.47 |
| 2022-09-30 | $181k | 1.1k | 164.40 |
| 2022-06-30 | $196k | 1.1k | 179.00 |
| 2022-03-31 | $243k | 1.1k | 223.14 |
| 2021-12-31 | $224k | 1.1k | 206.83 |
| 2021-09-30 | $207k | 1.1k | 192.02 |
| 2021-06-30 | $233k | 1.1k | 217.35 |
| 2021-03-31 | $248k | 1.1k | 232.21 |
| 2020-12-31 | $193k | 1.1k | 181.56 |
| 2020-09-30 | $158k | 1.1k | 149.48 |
| 2020-06-30 | $137k | 1.1k | 126.73 |
| 2020-03-31 | $124k | 1.1k | 115.78 |
| 2019-12-31 | $175k | 1.2k | 147.93 |
| 2019-09-30 | $148k | 1.2k | 125.96 |
| 2019-06-30 | $179k | 1.3k | 136.02 |
| 2019-03-31 | $177k | 1.3k | 135.32 |
| 2018-12-31 | $179k | 1.4k | 126.95 |
| 2018-09-30 | $185k | 1.2k | 152.14 |
| 2018-06-30 | $164k | 1.2k | 135.65 |
| 2018-03-31 | $191k | 1.3k | 147.15 |
More positions owned by Institutional & Family Asset Management
View all positions for Institutional & Family Asset Management