Caterpillar shares owned by Lantz Financial
Historical chart of Lantz Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lantz Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 3.8k | 477.20 |
| 2025-06-30 | $1.3M | 3.4k | 388.20 |
| 2025-03-31 | $1.4M | 4.1k | 329.79 |
| 2024-12-31 | $1.5M | 4.1k | 362.75 |
| 2024-09-30 | $1.6M | 4.2k | 391.12 |
| 2024-06-30 | $1.4M | 4.2k | 333.09 |
| 2024-03-31 | $1.5M | 4.1k | 366.47 |
| 2023-12-31 | $1.2M | 4.1k | 295.66 |
| 2023-09-30 | $1.1M | 4.2k | 273.01 |
| 2023-06-30 | $999k | 4.1k | 246.02 |
| 2023-03-31 | $917k | 4.0k | 228.83 |
| 2022-12-31 | $961k | 4.0k | 239.57 |
| 2022-09-30 | $636k | 3.9k | 163.96 |
| 2022-06-30 | $693k | 3.9k | 178.70 |
| 2022-03-31 | $931k | 4.2k | 222.89 |
| 2021-12-31 | $863k | 4.2k | 206.66 |
| 2021-09-30 | $802k | 4.2k | 192.05 |
| 2021-06-30 | $909k | 4.2k | 217.72 |
| 2021-03-31 | $956k | 4.1k | 231.76 |
| 2020-12-31 | $781k | 4.3k | 182.09 |
| 2020-09-30 | $642k | 4.3k | 149.20 |
| 2020-06-30 | $544k | 4.3k | 126.45 |
| 2020-03-31 | $503k | 4.3k | 115.95 |
| 2019-12-31 | $657k | 4.4k | 147.74 |
| 2019-09-30 | $526k | 4.4k | 120.04 |
| 2019-06-30 | $595k | 4.4k | 135.81 |
| 2019-03-31 | $611k | 4.5k | 135.54 |