Caterpillar shares owned by Marotta Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $273k | 697 | 391.21 |
| 2024-06-30 | $229k | 697 | 329.16 |
| 2023-09-30 | $326k | 1.2k | 273.04 |
| 2023-06-30 | $293k | 1.2k | 246.08 |
| 2022-12-31 | $286k | 1.2k | 239.59 |
| 2022-09-30 | $214k | 1.3k | 164.10 |
| 2022-06-30 | $238k | 1.3k | 178.31 |
| 2022-03-31 | $319k | 1.4k | 222.85 |
| 2021-12-31 | $286k | 1.4k | 206.76 |