Caterpillar shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $42M | 113k | 369.44 |
| 2024-06-30 | $36M | 108k | 333.46 |
| 2024-03-31 | $18M | 48k | 366.43 |
| 2023-12-31 | $17M | 59k | 295.67 |
| 2023-09-30 | $16M | 60k | 273.00 |
| 2023-06-30 | $15M | 62k | 246.05 |
| 2023-03-31 | $14M | 62k | 228.84 |
| 2022-12-31 | $16M | 66k | 239.56 |
| 2022-09-30 | $12M | 71k | 164.08 |
| 2022-06-30 | $10M | 57k | 178.76 |
| 2022-03-31 | $17M | 74k | 222.82 |
| 2021-12-31 | $13M | 70k | 182.02 |
| 2021-09-30 | $15M | 76k | 191.97 |
| 2021-06-30 | $10M | 47k | 217.64 |
| 2021-03-31 | $11M | 48k | 231.86 |
| 2020-12-31 | $13M | 70k | 182.03 |
| 2020-09-30 | $8.3M | 55k | 149.15 |
| 2020-06-30 | $7.1M | 56k | 126.49 |
| 2020-03-31 | $6.5M | 56k | 116.03 |
| 2019-12-31 | $9.1M | 62k | 147.68 |
| 2019-09-30 | $7.9M | 62k | 126.31 |
| 2019-06-30 | $8.6M | 63k | 136.29 |
| 2019-03-31 | $8.6M | 64k | 135.49 |
| 2018-12-31 | $7.6M | 60k | 127.08 |
| 2018-09-30 | $360k | 2.4k | 152.51 |
| 2016-12-31 | $399k | 4.3k | 92.79 |
| 2016-09-30 | $526k | 5.9k | 88.76 |
| 2016-06-30 | $449k | 5.9k | 75.77 |
| 2016-03-31 | $466k | 6.1k | 76.53 |
More positions owned by Kovitz Investment Group Partners
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