Caterpillar shares owned by Krilogy Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Krilogy Financial
from 13F filings
Historical chart of Krilogy Financial investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Krilogy Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Krilogy Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 3.5k | 569.10 |
| 2023-03-31 | $346k | 1.5k | 228.86 |
| 2022-12-31 | $322k | 1.3k | 239.64 |
| 2022-06-30 | $292k | 1.6k | 179.03 |
| 2022-03-31 | $358k | 1.6k | 222.36 |
| 2021-12-31 | $336k | 1.6k | 206.52 |
| 2021-09-30 | $1.9M | 10k | 192.01 |
| 2021-06-30 | $2.2M | 10k | 217.64 |
| 2021-03-31 | $4.3M | 18k | 231.87 |
| 2020-12-31 | $3.3M | 18k | 182.00 |
| 2020-09-30 | $2.7M | 18k | 149.13 |
| 2020-06-30 | $2.3M | 18k | 126.48 |
| 2020-03-31 | $2.7M | 23k | 116.05 |
| 2019-12-31 | $2.8M | 19k | 147.67 |
| 2019-09-30 | $372k | 2.9k | 126.40 |
| 2019-06-30 | $478k | 3.5k | 136.26 |
| 2019-03-31 | $377k | 2.8k | 135.66 |
| 2018-12-31 | $248k | 2.0k | 126.98 |
| 2018-09-30 | $256k | 1.7k | 152.47 |
| 2018-06-30 | $266k | 2.0k | 135.65 |
| 2018-03-31 | $194k | 1.3k | 147.30 |
| 2017-12-31 | $406k | 2.6k | 157.79 |
| 2017-09-30 | $193k | 1.5k | 124.60 |
| 2017-06-30 | $160k | 1.5k | 107.24 |
| 2017-03-31 | $203k | 2.2k | 92.86 |
| 2016-12-31 | $203k | 2.2k | 92.86 |
| 2016-09-30 | $164k | 1.8k | 88.74 |
| 2016-06-30 | $169k | 2.2k | 75.72 |
| 2016-03-31 | $120k | 1.6k | 76.34 |
| 2015-09-30 | $86k | 1.3k | 65.60 |