Caterpillar shares owned by LRI Investments
Historical chart of LRI Investments investment in Caterpillar
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All positions including Caterpillar held by LRI Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by LRI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 4.0k | 477.15 |
| 2025-06-30 | $1.5M | 3.8k | 388.21 |
| 2025-03-31 | $1.3M | 3.8k | 329.80 |
| 2024-12-31 | $1.4M | 3.8k | 362.76 |
| 2024-09-30 | $1.5M | 3.9k | 387.36 |
| 2024-06-30 | $621k | 1.9k | 333.10 |
| 2024-03-31 | $678k | 1.9k | 366.43 |