Caterpillar shares owned by KKM Financial
Historical chart of KKM Financial investment in Caterpillar
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All positions including Caterpillar held by KKM Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by KKM Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.4k | 477.15 |
| 2025-06-30 | $1.0M | 2.6k | 400.40 |
| 2025-03-31 | $850k | 2.6k | 328.28 |
| 2024-12-31 | $946k | 2.6k | 362.53 |
| 2024-09-30 | $737k | 1.9k | 391.12 |
| 2024-03-31 | $944k | 2.6k | 366.43 |
| 2023-12-31 | $557k | 1.9k | 295.67 |