Caterpillar shares owned by Kovitz Investment Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kovitz Investment Group
from 13F filings
Historical chart of Kovitz Investment Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Kovitz Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2015-12-31 | $421k | 6.2k | 68.02 |
| 2015-09-30 | $446k | 6.8k | 65.37 |
| 2015-06-30 | $597k | 7.0k | 84.81 |
| 2015-03-31 | $583k | 7.3k | 79.97 |
| 2014-12-31 | $703k | 7.7k | 91.54 |
| 2014-09-30 | $777k | 7.9k | 98.98 |
| 2014-06-30 | $853k | 7.9k | 108.66 |
| 2014-03-31 | $787k | 9.1k | 86.96 |
| 2013-12-31 | $740k | 8.2k | 90.75 |
| 2013-09-30 | $784k | 9.4k | 83.40 |
| 2013-06-30 | $792k | 9.6k | 82.50 |
| 2013-03-31 | $787k | 9.1k | 86.96 |
| 2012-09-30 | $817k | 9.5k | 86.05 |
| 2012-06-30 | $798k | 9.4k | 84.89 |
| 2012-03-31 | $996k | 9.4k | 106.52 |
| 2011-12-31 | $829k | 9.2k | 90.60 |
| 2011-09-30 | $675k | 9.1k | 73.85 |
| 2011-06-30 | $976k | 9.2k | 106.43 |
| 2011-03-31 | $1.1M | 9.8k | 111.36 |
| 2010-12-31 | $943k | 10k | 93.64 |