Caterpillar shares owned by Lake Street Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $269k | 563 | 477.56 |
| 2025-03-31 | $2.5M | 7.7k | 329.82 |
| 2024-12-31 | $2.6M | 7.2k | 362.78 |
| 2024-09-30 | $2.7M | 6.9k | 391.14 |
| 2024-06-30 | $3.7M | 11k | 333.10 |
| 2024-03-31 | $1.7M | 4.6k | 366.45 |
| 2023-12-31 | $1.2M | 4.0k | 295.69 |
| 2023-09-30 | $309k | 1.1k | 276.28 |
| 2023-06-30 | $238k | 967 | 246.08 |
| 2023-03-31 | $230k | 1.0k | 228.85 |
| 2022-12-31 | $265k | 1.1k | 239.65 |
| 2022-09-30 | $215k | 1.3k | 164.00 |
| 2022-06-30 | $306k | 1.7k | 178.84 |
| 2022-03-31 | $367k | 1.6k | 222.83 |
| 2021-12-31 | $382k | 1.9k | 206.49 |