Caterpillar shares owned by Menard Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Menard Financial Group
from 13F filings
Historical chart of Menard Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Menard Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.2k | 477.22 |
| 2025-06-30 | $1.2M | 3.1k | 388.18 |
| 2025-03-31 | $1.0M | 3.2k | 320.91 |
| 2024-12-31 | $1.1M | 3.1k | 362.72 |
| 2024-09-30 | $1.2M | 3.1k | 391.15 |
| 2024-06-30 | $1.0M | 3.1k | 333.12 |
| 2024-03-31 | $1.1M | 3.1k | 366.40 |
| 2023-12-31 | $1.0M | 3.4k | 295.67 |
| 2023-09-30 | $882k | 3.2k | 273.00 |
| 2023-06-30 | $747k | 3.0k | 246.01 |
| 2023-03-31 | $893k | 3.9k | 228.81 |
| 2022-12-31 | $959k | 4.0k | 239.53 |
| 2022-09-30 | $670k | 4.1k | 164.14 |
| 2022-06-30 | $674k | 3.8k | 178.83 |
| 2022-03-31 | $864k | 3.9k | 222.80 |
| 2021-12-31 | $882k | 4.3k | 206.70 |
| 2021-09-30 | $935k | 4.9k | 192.03 |
| 2021-06-30 | $913k | 4.2k | 217.74 |
| 2021-03-31 | $871k | 3.8k | 231.83 |
| 2020-12-31 | $707k | 3.9k | 181.98 |
| 2020-09-30 | $531k | 3.6k | 149.34 |
| 2020-06-30 | $445k | 3.5k | 126.45 |
| 2019-12-31 | $499k | 3.4k | 147.70 |