Caterpillar shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 9.1k | 477.17 |
| 2025-06-30 | $3.5M | 9.1k | 388.21 |
| 2025-03-31 | $2.9M | 8.9k | 329.79 |
| 2024-12-31 | $1.5M | 4.1k | 362.74 |
| 2024-09-30 | $4.1M | 10k | 391.12 |
| 2024-06-30 | $3.4M | 10k | 333.11 |
| 2024-03-31 | $3.7M | 10k | 366.44 |
| 2023-12-31 | $5.4M | 18k | 295.67 |
| 2023-09-30 | $5.0M | 18k | 272.99 |
| 2023-06-30 | $4.4M | 18k | 246.06 |
| 2023-03-31 | $3.7M | 16k | 228.84 |
| 2022-12-31 | $3.7M | 16k | 239.57 |
| 2022-09-30 | $2.4M | 15k | 164.10 |
| 2022-06-30 | $2.5M | 14k | 178.76 |
| 2022-03-31 | $3.0M | 13k | 222.84 |
| 2021-12-31 | $2.2M | 11k | 206.73 |
| 2021-09-30 | $429k | 2.2k | 191.77 |
| 2021-06-30 | $390k | 1.8k | 217.63 |
| 2021-03-31 | $363k | 1.6k | 231.65 |