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Caterpillar shares owned by Laffer Investments

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Laffer Investments from 13F filings

Historical chart of Laffer Investments investment in Caterpillar

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All positions including Caterpillar held by Laffer Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Laffer Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $586k 1.5k 391.12
2024-06-30 $499k 1.5k 333.10
2024-03-31 $552k 1.5k 366.43
2023-12-31 $261k 881 295.67
2023-09-30 $241k 881 273.00
2023-06-30 $217k 881 246.05
2023-03-31 $1.0M 4.5k 228.84
2022-12-31 $1.0M 4.4k 239.56
2022-09-30 $833k 5.1k 164.08
2022-06-30 $888k 5.0k 178.76
2022-03-31 $1.1M 5.1k 222.82
2021-12-31 $827k 4.0k 206.74
2021-09-30 $713k 3.7k 191.97
2021-06-30 $294k 1.4k 217.63
2021-03-31 $410k 1.8k 231.87
2020-12-31 $52k 286 182.02
2020-09-30 $131k 877 149.15
2020-06-30 $109k 865 126.50
2019-03-31 $2.7M 20k 135.49
2018-12-31 $2.5M 20k 127.07
2018-09-30 $3.0M 20k 152.49
2018-06-30 $2.7M 20k 135.67
2018-03-31 $2.9M 20k 147.38
2011-03-31 $15k 135 111.35
2010-12-31 $10k 110 93.66