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Caterpillar shares owned by Mather Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mather Group from 13F filings

Historical chart of Mather Group investment in Caterpillar

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All positions including Caterpillar held by Mather Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Mather Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2M 19k 477.14
2025-06-30 $7.6M 20k 388.20
2025-03-31 $4.1M 13k 329.81
2024-12-31 $4.3M 12k 362.77
2024-09-30 $4.8M 12k 391.13
2024-06-30 $9.2M 25k 366.43
2024-03-31 $2.1M 7.2k 295.67
2023-12-31 $2.7M 9.3k 295.67
2023-09-30 $2.2M 8.2k 273.00
2023-06-30 $2.1M 8.6k 246.05
2023-03-31 $714k 3.1k 228.81
2022-12-31 $651k 2.7k 239.52
2022-09-30 $467k 2.8k 164.15
2022-06-30 $472k 2.6k 178.58
2022-03-31 $577k 2.6k 222.61
2021-12-31 $502k 2.4k 206.84
2021-09-30 $440k 2.3k 191.89
2021-06-30 $508k 2.3k 217.47
2021-03-31 $532k 2.3k 231.91
2020-12-31 $359k 2.0k 182.14