Caterpillar shares owned by James Investment Research
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by James Investment Research
from 13F filings
Historical chart of James Investment Research investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by James Investment Research consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by James Investment Research
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $12M | 33k | 366.43 |
2023-12-31 | $10M | 34k | 295.67 |
2023-09-30 | $9.8M | 36k | 273.00 |
2023-06-30 | $8.9M | 36k | 246.05 |
2023-03-31 | $8.6M | 38k | 228.85 |
2022-12-31 | $8.8M | 37k | 239.56 |
2022-09-30 | $6.6M | 40k | 164.09 |
2022-06-30 | $8.4M | 47k | 178.77 |
2022-03-31 | $11M | 50k | 222.83 |
2021-12-31 | $10M | 50k | 206.75 |
2021-09-30 | $9.9M | 52k | 191.97 |
2021-06-30 | $12M | 55k | 217.62 |
2021-03-31 | $13M | 57k | 231.88 |
2020-12-31 | $10M | 57k | 182.02 |
2020-09-30 | $8.0M | 53k | 149.14 |
2020-06-30 | $5.0M | 40k | 126.49 |
2020-03-31 | $6.0M | 52k | 116.04 |
2019-12-31 | $5.8M | 39k | 147.69 |
2019-09-30 | $3.7M | 29k | 126.31 |
2019-06-30 | $5.1M | 38k | 136.28 |
2019-03-31 | $4.9M | 36k | 135.49 |
2018-12-31 | $3.9M | 31k | 127.06 |
2018-09-30 | $2.3M | 15k | 152.48 |
2018-06-30 | $1.9M | 14k | 135.69 |
2018-03-31 | $2.0M | 13k | 147.36 |
2017-12-31 | $2.1M | 13k | 157.58 |
2017-09-30 | $2.0M | 16k | 124.70 |
2013-03-31 | $15k | 167 | 89.82 |
2012-12-31 | $217k | 2.4k | 89.78 |
2012-09-30 | $208k | 2.4k | 86.06 |
2012-06-30 | $52k | 617 | 84.28 |
2011-06-30 | $406k | 3.8k | 106.51 |
2011-03-31 | $362k | 3.3k | 111.32 |
More positions owned by James Investment Research
Home Depot (HD)
View all positions for James Investment Research