Caterpillar shares owned by Larson Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 7.4k | 477.18 |
| 2025-06-30 | $2.3M | 5.8k | 388.22 |
| 2025-03-31 | $1.6M | 4.9k | 329.81 |
| 2024-12-31 | $1.6M | 4.4k | 362.76 |
| 2024-09-30 | $1.7M | 4.3k | 391.14 |
| 2024-06-30 | $1.1M | 3.4k | 333.05 |
| 2024-03-31 | $564k | 1.5k | 366.52 |
| 2023-12-31 | $397k | 1.3k | 295.66 |
| 2023-09-30 | $349k | 1.3k | 273.08 |
| 2023-06-30 | $559k | 2.3k | 246.01 |
| 2023-03-31 | $509k | 2.2k | 228.86 |
| 2022-12-31 | $499k | 2.1k | 239.61 |
| 2022-09-30 | $343k | 2.1k | 163.96 |
| 2022-06-30 | $140k | 785 | 178.34 |
| 2022-03-31 | $175k | 783 | 223.50 |
| 2021-12-31 | $163k | 786 | 207.38 |
| 2021-09-30 | $62k | 324 | 191.36 |
| 2021-06-30 | $75k | 346 | 216.76 |
| 2021-03-31 | $94k | 519 | 181.12 |
| 2020-12-31 | $94k | 519 | 181.12 |
| 2020-09-30 | $216k | 1.4k | 149.27 |
| 2020-06-30 | $138k | 1.1k | 126.84 |
| 2020-03-31 | $126k | 1.1k | 116.02 |
| 2019-12-31 | $168k | 1.1k | 147.76 |
| 2019-09-30 | $164k | 1.3k | 126.45 |
| 2019-06-30 | $129k | 948 | 136.08 |
| 2019-03-31 | $120k | 940 | 127.66 |
| 2018-12-31 | $120k | 940 | 127.66 |