Caterpillar shares owned by LPL Financial
Historical chart of LPL Financial investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $344M | 880k | 391.12 |
| 2024-06-30 | $279M | 836k | 333.10 |
| 2024-03-31 | $284M | 776k | 366.43 |
| 2023-09-30 | $208M | 760k | 273.00 |
| 2023-06-30 | $178M | 723k | 246.05 |
| 2023-03-31 | $157M | 687k | 228.84 |
| 2022-12-31 | $159M | 665k | 239.56 |
| 2022-09-30 | $115M | 701k | 164.08 |
| 2022-06-30 | $114M | 637k | 178.76 |
| 2022-03-31 | $141M | 634k | 222.82 |
| 2021-12-31 | $131M | 631k | 206.74 |
| 2021-09-30 | $112M | 584k | 191.97 |
| 2021-06-30 | $129M | 594k | 217.63 |
| 2021-03-31 | $131M | 563k | 231.87 |
| 2020-12-31 | $97M | 532k | 182.02 |
| 2020-09-30 | $76M | 508k | 149.15 |
| 2020-06-30 | $62M | 490k | 126.50 |
| 2020-03-31 | $45M | 391k | 116.04 |
| 2019-12-31 | $58M | 392k | 147.68 |
| 2019-09-30 | $50M | 394k | 126.31 |
| 2019-06-30 | $55M | 400k | 136.29 |
| 2019-03-31 | $51M | 379k | 135.50 |
| 2018-12-31 | $44M | 346k | 127.07 |
| 2018-09-30 | $50M | 326k | 152.49 |
| 2018-06-30 | $40M | 295k | 135.67 |
| 2018-03-31 | $45M | 302k | 147.38 |
| 2017-12-31 | $40M | 255k | 157.58 |
| 2017-09-30 | $28M | 221k | 124.71 |
| 2017-06-30 | $22M | 200k | 107.46 |
| 2017-03-31 | $933k | 10k | 92.27 |
| 2016-03-31 | $25M | 329k | 75.24 |
| 2015-12-31 | $18M | 272k | 67.28 |
| 2015-09-30 | $9.9M | 143k | 69.18 |
| 2015-06-30 | $13M | 153k | 83.15 |
| 2015-03-31 | $13M | 159k | 79.64 |
| 2014-12-31 | $13M | 143k | 91.53 |
| 2014-09-30 | $15M | 158k | 97.61 |
| 2014-06-30 | $17M | 157k | 108.67 |
| 2014-03-31 | $17M | 173k | 99.37 |
| 2013-12-31 | $18M | 199k | 90.81 |
| 2013-09-30 | $20M | 234k | 86.24 |
| 2013-06-30 | $22M | 271k | 82.49 |
| 2012-12-31 | $26M | 280k | 93.50 |
| 2012-09-30 | $23M | 268k | 86.04 |
| 2011-12-31 | $24M | 260k | 90.60 |
| 2011-09-30 | $18M | 241k | 73.84 |
| 2011-03-31 | $4.2M | 38k | 111.36 |