Caterpillar shares owned by Lakewood Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lakewood Asset Management
from 13F filings
Historical chart of Lakewood Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lakewood Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $861k | 1.8k | 477.23 |
| 2025-06-30 | $700k | 1.8k | 388.30 |
| 2025-03-31 | $594k | 1.8k | 329.86 |
| 2024-12-31 | $1.2M | 3.3k | 362.78 |
| 2024-09-30 | $1.3M | 3.3k | 391.11 |
| 2024-06-30 | $1.1M | 3.3k | 333.12 |
| 2024-03-31 | $1.3M | 3.5k | 366.43 |
| 2023-12-31 | $802k | 2.7k | 295.70 |
| 2023-09-30 | $738k | 2.7k | 273.00 |
| 2023-06-30 | $664k | 2.7k | 246.01 |
| 2023-03-31 | $615k | 2.7k | 228.83 |
| 2022-12-31 | $648k | 2.7k | 239.56 |