Caterpillar shares owned by McLean Asset Management Corp
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by McLean Asset Management Corp
from 13F filings
Historical chart of McLean Asset Management Corp investment in Caterpillar
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All positions including Caterpillar held by McLean Asset Management Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by McLean Asset Management Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 803 | 495.41 |
| 2025-06-30 | $313k | 787 | 398.26 |
| 2025-03-31 | $207k | 754 | 273.92 |
| 2024-12-31 | $290k | 801 | 362.54 |
| 2024-09-30 | $292k | 736 | 397.15 |
| 2024-06-30 | $237k | 723 | 328.33 |
| 2024-03-31 | $260k | 698 | 372.06 |
| 2023-12-31 | $201k | 695 | 288.87 |
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