Caterpillar shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Caterpillar
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All positions including Caterpillar held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $253k | 647 | 390.85 |
| 2024-06-30 | $259k | 779 | 332.91 |
| 2024-03-31 | $233k | 637 | 366.17 |