Caterpillar shares owned by LYNCH & Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by LYNCH & Associates
from 13F filings
Historical chart of LYNCH & Associates investment in Caterpillar
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Quarterly reported holdings in Caterpillar by LYNCH & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $320k | 558 | 572.87 |
| 2025-09-30 | $338k | 708 | 477.15 |
| 2025-06-30 | $275k | 708 | 388.21 |
| 2025-03-31 | $234k | 708 | 329.80 |
| 2024-12-31 | $258k | 710 | 362.76 |
| 2024-09-30 | $277k | 708 | 391.12 |
| 2024-06-30 | $234k | 702 | 333.10 |
| 2024-03-31 | $257k | 702 | 366.43 |
| 2023-12-31 | $208k | 702 | 295.67 |