Caterpillar shares owned by Magnus Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Magnus Financial Group
from 13F filings
Historical chart of Magnus Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Magnus Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 3.4k | 477.09 |
| 2025-06-30 | $1.3M | 3.4k | 388.20 |
| 2025-03-31 | $1.1M | 3.4k | 329.77 |
| 2024-12-31 | $1.3M | 3.7k | 362.78 |
| 2024-09-30 | $1.2M | 3.2k | 391.09 |
| 2024-06-30 | $1.0M | 3.1k | 333.13 |
| 2024-03-31 | $1.2M | 3.3k | 366.49 |
| 2023-09-30 | $866k | 3.2k | 272.96 |
| 2023-06-30 | $768k | 3.1k | 246.07 |
| 2023-03-31 | $722k | 3.2k | 228.84 |
| 2022-12-31 | $579k | 2.4k | 239.58 |
| 2022-09-30 | $349k | 2.1k | 164.16 |
| 2022-06-30 | $365k | 2.0k | 178.83 |
| 2022-03-31 | $452k | 2.0k | 222.55 |
| 2021-12-31 | $388k | 1.9k | 206.49 |
| 2021-09-30 | $350k | 1.8k | 192.20 |
| 2021-06-30 | $320k | 1.5k | 217.54 |
| 2021-03-31 | $329k | 1.4k | 232.02 |
| 2020-12-31 | $456k | 2.5k | 181.96 |
| 2020-09-30 | $327k | 2.2k | 149.18 |
| 2020-03-31 | $269k | 2.3k | 116.05 |
| 2019-06-30 | $341k | 2.5k | 136.45 |
| 2019-03-31 | $358k | 2.6k | 135.35 |
| 2018-12-31 | $346k | 2.7k | 127.02 |