Caterpillar shares owned by Lazari Capital Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lazari Capital Management
from 13F filings
Historical chart of Lazari Capital Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Lazari Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Lazari Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $641k | 1.3k | 477.29 |
| 2025-06-30 | $574k | 1.5k | 388.26 |
| 2025-03-31 | $486k | 1.5k | 329.79 |
| 2024-12-31 | $523k | 1.4k | 362.69 |
| 2024-09-30 | $551k | 1.4k | 391.26 |
| 2024-06-30 | $462k | 1.4k | 333.16 |
| 2024-03-31 | $500k | 1.4k | 366.44 |
| 2023-12-31 | $415k | 1.4k | 295.63 |
| 2023-09-30 | $436k | 1.6k | 272.92 |
| 2023-06-30 | $370k | 1.5k | 246.09 |