Caterpillar shares owned by Lawrence Kelly & Associates, Incorporated
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lawrence Kelly & Associates, Incorporated
from 13F filings
Historical chart of Lawrence Kelly & Associates, Incorporated investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lawrence Kelly & Associates, Incorporated
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $467k | 979 | 477.15 |
| 2025-06-30 | $380k | 979 | 388.21 |
| 2025-03-31 | $323k | 979 | 329.80 |
| 2024-12-31 | $355k | 979 | 362.76 |
| 2024-09-30 | $383k | 979 | 391.12 |
| 2024-06-30 | $160k | 479 | 333.10 |
| 2024-03-31 | $29k | 79 | 366.43 |
| 2023-09-30 | $22k | 79 | 273.00 |
| 2023-06-30 | $19k | 79 | 241.15 |
| 2023-03-31 | $18k | 79 | 228.84 |
| 2022-12-31 | $19k | 79 | 239.56 |
| 2022-09-30 | $13k | 79 | 164.56 |
| 2022-06-30 | $14k | 79 | 177.22 |
| 2022-03-31 | $18k | 79 | 227.85 |
| 2021-12-31 | $16k | 79 | 202.53 |
| 2017-12-31 | $73k | 463 | 157.67 |
| 2017-09-30 | $50k | 400 | 125.00 |
| 2017-06-30 | $43k | 400 | 107.50 |
| 2017-03-31 | $65k | 700 | 92.50 |
| 2016-12-31 | $102k | 1.1k | 92.50 |
| 2016-09-30 | $98k | 1.1k | 88.75 |
| 2016-06-30 | $84k | 1.1k | 76.25 |
| 2016-03-31 | $114k | 1.5k | 76.25 |
| 2015-12-31 | $89k | 1.3k | 68.33 |
| 2012-12-31 | $11M | 122k | 89.61 |
| 2012-09-30 | $11M | 122k | 86.04 |
More positions owned by Lawrence Kelly & Associates, Incorporated
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