Caterpillar shares owned by McElhenny Sheffield Capital Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by McElhenny Sheffield Capital Management
from 13F filings
Historical chart of McElhenny Sheffield Capital Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by McElhenny Sheffield Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.1k | 477.15 |
| 2025-06-30 | $161k | 161k | 1.00 |
| 2025-03-31 | $680k | 2.1k | 329.80 |
| 2024-12-31 | $747k | 2.1k | 362.76 |
| 2024-09-30 | $801k | 2.0k | 391.12 |
| 2024-06-30 | $679k | 2.0k | 333.10 |
| 2024-03-31 | $751k | 2.1k | 366.43 |
| 2023-12-31 | $606k | 2.1k | 295.67 |
| 2023-09-30 | $560k | 2.1k | 273.00 |
| 2023-06-30 | $504k | 2.1k | 246.05 |
| 2023-03-31 | $472k | 2.1k | 228.84 |
| 2022-12-31 | $483k | 2.0k | 239.56 |
| 2022-09-30 | $331k | 2.0k | 164.27 |
| 2022-06-30 | $360k | 2.0k | 178.66 |
| 2022-03-31 | $449k | 2.0k | 222.83 |
| 2021-12-31 | $417k | 2.0k | 206.85 |
| 2021-09-30 | $389k | 2.0k | 191.91 |
More positions owned by McElhenny Sheffield Capital Management
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