Caterpillar shares owned by Joseph P. Lucia & Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Joseph P. Lucia & Associates
from 13F filings
Historical chart of Joseph P. Lucia & Associates investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Joseph P. Lucia & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $215k | 550 | 391.25 |
| 2024-06-30 | $217k | 650 | 333.14 |
| 2024-03-31 | $238k | 650 | 366.43 |
| 2022-06-30 | $107k | 599 | 178.63 |
| 2022-03-31 | $133k | 599 | 222.04 |
| 2021-09-30 | $81k | 419 | 193.32 |
| 2021-06-30 | $91k | 419 | 217.18 |
| 2021-03-31 | $97k | 419 | 231.50 |
| 2020-12-31 | $76k | 419 | 181.38 |
| 2020-06-30 | $34k | 269 | 126.39 |
| 2020-03-31 | $48k | 415 | 115.66 |
| 2019-12-31 | $61k | 414 | 147.34 |
| 2019-09-30 | $18k | 139 | 129.50 |
| 2019-06-30 | $30k | 219 | 136.99 |
| 2019-03-31 | $212k | 30k | 7.15 |
More positions owned by Joseph P. Lucia & Associates
View all positions for Joseph P. Lucia & Associates