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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

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All positions including Caterpillar held by James Investment Research consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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