Caterpillar shares owned by Lee, Danner & Bass
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lee, Danner & Bass
from 13F filings
Historical chart of Lee, Danner & Bass investment in Caterpillar
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All positions including Caterpillar held by Lee, Danner & Bass consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Lee, Danner & Bass
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 36k | 477.15 |
| 2025-06-30 | $15M | 38k | 388.21 |
| 2025-03-31 | $13M | 38k | 329.80 |
| 2024-12-31 | $14M | 39k | 362.76 |
| 2024-09-30 | $15M | 39k | 391.12 |
| 2024-06-30 | $13M | 40k | 333.11 |
| 2023-12-31 | $12M | 40k | 295.67 |
| 2023-09-30 | $12M | 45k | 273.01 |
| 2023-06-30 | $11M | 46k | 246.05 |
| 2023-03-31 | $12M | 50k | 228.84 |
| 2022-12-31 | $14M | 57k | 239.56 |
| 2022-09-30 | $9.8M | 60k | 164.08 |
| 2022-06-30 | $11M | 60k | 178.76 |
| 2022-03-31 | $14M | 61k | 222.83 |
| 2021-12-31 | $13M | 61k | 206.74 |
| 2021-09-30 | $12M | 62k | 191.97 |
| 2021-06-30 | $14M | 64k | 217.64 |
| 2021-03-31 | $14M | 62k | 231.88 |
| 2020-12-31 | $11M | 61k | 182.02 |
| 2020-09-30 | $8.8M | 59k | 149.15 |
| 2020-06-30 | $7.0M | 55k | 126.51 |
| 2020-03-31 | $6.5M | 56k | 116.04 |
| 2019-12-31 | $8.4M | 57k | 147.68 |
| 2019-09-30 | $7.4M | 59k | 126.32 |
| 2019-06-30 | $8.1M | 60k | 136.28 |
| 2019-03-31 | $8.3M | 62k | 135.49 |
| 2018-12-31 | $8.0M | 63k | 127.07 |
| 2018-09-30 | $9.2M | 61k | 152.50 |
| 2018-06-30 | $8.2M | 60k | 135.67 |
| 2018-03-31 | $8.7M | 59k | 147.38 |
| 2017-12-31 | $9.0M | 57k | 157.57 |
| 2017-09-30 | $7.2M | 58k | 124.72 |
| 2017-06-30 | $6.3M | 59k | 107.47 |
| 2017-03-31 | $5.4M | 59k | 92.77 |
| 2016-12-31 | $5.4M | 59k | 92.74 |
| 2016-09-30 | $5.3M | 59k | 88.77 |
| 2016-06-30 | $4.6M | 60k | 75.81 |
| 2016-03-31 | $4.6M | 59k | 77.65 |
| 2015-12-31 | $4.4M | 65k | 67.95 |
| 2015-09-30 | $5.1M | 78k | 65.36 |
| 2015-06-30 | $6.8M | 80k | 84.82 |
| 2015-03-31 | $6.5M | 81k | 80.03 |
| 2014-12-31 | $7.5M | 82k | 91.52 |
| 2014-09-30 | $7.4M | 75k | 99.02 |
| 2014-06-30 | $8.4M | 77k | 108.67 |
| 2014-03-31 | $7.7M | 78k | 99.38 |
| 2013-12-31 | $7.2M | 79k | 90.81 |
| 2013-09-30 | $6.7M | 81k | 83.40 |
| 2013-06-30 | $6.6M | 80k | 82.49 |
| 2013-03-31 | $6.9M | 79k | 86.97 |
| 2012-09-30 | $4.5M | 53k | 86.03 |
| 2012-06-30 | $4.3M | 51k | 84.91 |
| 2012-03-31 | $5.3M | 50k | 106.53 |
| 2011-12-31 | $4.5M | 50k | 90.61 |
| 2011-09-30 | $3.7M | 50k | 73.84 |
| 2011-06-30 | $5.0M | 47k | 106.47 |
| 2011-03-31 | $4.8M | 43k | 111.35 |