Caterpillar shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $515k | 1.1k | 477.15 |
| 2025-06-30 | $327k | 842 | 388.21 |
| 2025-03-31 | $278k | 842 | 329.80 |
| 2024-12-31 | $315k | 867 | 362.76 |
| 2024-09-30 | $363k | 927 | 391.12 |
| 2024-06-30 | $309k | 927 | 333.10 |
| 2024-03-31 | $340k | 927 | 366.43 |
| 2023-12-31 | $245k | 830 | 295.67 |
| 2023-09-30 | $217k | 795 | 273.00 |
More positions owned by Lodestar Private Asset Management
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