Caterpillar shares owned by Klingman & Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.7k | 477.15 |
| 2025-06-30 | $1.0M | 2.6k | 388.21 |
| 2025-03-31 | $530k | 1.6k | 329.80 |
| 2024-12-31 | $255k | 703 | 362.76 |
| 2024-09-30 | $263k | 673 | 391.12 |
| 2024-06-30 | $219k | 658 | 333.10 |
| 2024-03-31 | $237k | 648 | 366.43 |
| 2016-09-30 | $36k | 400 | 90.00 |
| 2016-06-30 | $30k | 400 | 75.00 |
| 2016-03-31 | $31k | 400 | 77.50 |
| 2015-12-31 | $27k | 400 | 67.50 |
| 2015-09-30 | $26k | 400 | 65.00 |
| 2015-06-30 | $34k | 400 | 85.00 |
| 2015-03-31 | $42k | 400 | 105.00 |
| 2014-12-31 | $42k | 400 | 105.00 |