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Caterpillar shares owned by Key FInancial

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Key FInancial from 13F filings

Historical chart of Key FInancial investment in Caterpillar

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All positions including Caterpillar held by Key FInancial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Key FInancial

Quarter filed Position value Share count Share price at filing
2023-12-31 $811k 2.7k 295.67
2023-09-30 $749k 2.7k 273.00
2023-06-30 $675k 2.7k 246.05
2023-03-31 $624k 2.7k 228.84
2022-12-31 $447k 2.7k 164.08
2022-09-30 $447k 2.7k 164.04
2022-06-30 $111k 625 177.60
2022-03-31 $139k 625 222.40
2021-12-31 $67k 325 206.15
2021-09-30 $62k 325 190.77
2021-06-30 $78k 375 208.00
2021-03-31 $58k 250 232.00
2020-12-31 $42k 233 180.26
2020-03-31 $38k 333 114.11