Caterpillar shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 8.5k | 391.13 |
| 2024-06-30 | $5.4M | 16k | 333.10 |
| 2023-12-31 | $4.6M | 16k | 295.68 |
| 2023-09-30 | $4.3M | 16k | 273.01 |
| 2023-06-30 | $3.9M | 16k | 246.05 |
| 2023-03-31 | $3.6M | 16k | 228.85 |
| 2022-12-31 | $3.8M | 16k | 239.56 |
| 2022-09-30 | $2.6M | 16k | 164.08 |
| 2022-06-30 | $2.9M | 16k | 178.76 |
| 2022-03-31 | $3.4M | 15k | 222.80 |
| 2021-12-31 | $3.1M | 15k | 206.72 |
| 2021-09-30 | $2.9M | 15k | 192.01 |
| 2021-06-30 | $808k | 3.7k | 220.16 |
| 2021-03-31 | $858k | 3.7k | 231.77 |
| 2020-12-31 | $667k | 3.7k | 181.99 |
| 2020-09-30 | $540k | 3.6k | 149.05 |
| 2020-06-30 | $438k | 3.5k | 126.55 |
| 2020-03-31 | $438k | 3.8k | 115.97 |
| 2019-12-31 | $371k | 2.5k | 147.69 |
| 2019-09-30 | $291k | 2.4k | 119.46 |
| 2019-06-30 | $342k | 2.5k | 136.47 |
| 2019-03-31 | $302k | 2.2k | 135.37 |
| 2018-12-31 | $260k | 2.0k | 126.95 |
| 2018-09-30 | $282k | 1.8k | 152.51 |
| 2018-06-30 | $444k | 3.3k | 135.66 |
| 2018-03-31 | $493k | 3.3k | 147.52 |
| 2017-12-31 | $509k | 3.2k | 157.68 |
More positions owned by Lake Street Advisors Group
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