Caterpillar shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lakeview Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $624k | 1.7k | 362.67 |
| 2024-09-30 | $1.0M | 2.6k | 391.16 |
| 2024-06-30 | $1.1M | 3.0k | 366.45 |
| 2024-03-31 | $1.1M | 3.0k | 366.45 |
| 2023-12-31 | $906k | 3.1k | 295.64 |
| 2023-09-30 | $588k | 2.2k | 273.05 |
| 2023-06-30 | $531k | 2.2k | 246.06 |
| 2023-03-31 | $314k | 1.5k | 210.04 |
| 2022-12-31 | $391k | 1.5k | 261.51 |
| 2022-09-30 | $245k | 1.5k | 163.99 |
| 2022-06-30 | $243k | 1.4k | 178.68 |
| 2022-03-31 | $305k | 1.4k | 223.12 |
| 2021-12-31 | $275k | 1.3k | 207.08 |
| 2021-09-30 | $338k | 1.8k | 192.05 |
| 2021-06-30 | $371k | 1.7k | 217.85 |
| 2021-03-31 | $535k | 2.3k | 231.70 |
| 2020-12-31 | $373k | 2.0k | 182.13 |
| 2019-12-31 | $246k | 1.7k | 147.84 |
| 2018-09-30 | $226k | 1.5k | 152.29 |
| 2018-03-31 | $208k | 1.4k | 147.41 |
| 2017-12-31 | $218k | 1.4k | 157.74 |