Caterpillar shares owned by Lee Financial
Historical chart of Lee Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $236k | 222 | 1064.90 |
| 2023-12-31 | $49k | 167 | 295.68 |
| 2023-09-30 | $42k | 155 | 273.00 |
| 2023-06-30 | $38k | 155 | 246.08 |
| 2023-03-31 | $36k | 155 | 228.84 |
| 2022-12-31 | $38k | 158 | 239.57 |
| 2022-09-30 | $28k | 158 | 178.57 |
| 2022-06-30 | $30k | 162 | 187.50 |
| 2022-03-31 | $27k | 120 | 221.05 |
| 2021-12-31 | $30k | 144 | 210.00 |
| 2021-09-30 | $24k | 125 | 190.00 |
| 2021-06-30 | $60k | 275 | 218.18 |
| 2021-03-31 | $64k | 275 | 232.73 |
| 2020-12-31 | $32k | 175 | 182.86 |
| 2020-09-30 | $28k | 188 | 148.94 |
| 2020-06-30 | $24k | 188 | 127.66 |
| 2020-03-31 | $22k | 188 | 117.02 |
| 2019-12-31 | $28k | 188 | 148.94 |
| 2019-09-30 | $24k | 188 | 127.66 |
| 2019-06-30 | $26k | 188 | 138.30 |
| 2019-03-31 | $25k | 188 | 132.98 |
| 2018-12-31 | $22k | 175 | 125.71 |
| 2018-09-30 | $34k | 226 | 150.44 |
| 2018-06-30 | $112k | 814 | 137.14 |
| 2018-03-31 | $121k | 814 | 148.57 |
| 2017-12-31 | $28k | 175 | 160.00 |
| 2017-09-30 | $22k | 175 | 125.71 |
| 2017-06-30 | $19k | 175 | 108.57 |
| 2017-03-31 | $16k | 175 | 91.43 |
| 2016-12-31 | $16k | 175 | 91.43 |