Caterpillar shares owned by Mercer Global Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mercer Global Advisors
from 13F filings
Historical chart of Mercer Global Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Mercer Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $67M | 140k | 477.15 |
| 2025-06-30 | $39M | 102k | 388.24 |
| 2025-03-31 | $37M | 113k | 329.70 |
| 2024-12-31 | $41M | 113k | 362.76 |
| 2024-09-30 | $55M | 141k | 392.35 |
| 2024-06-30 | $44M | 133k | 333.10 |
| 2024-03-31 | $37M | 100k | 366.59 |
| 2023-12-31 | $26M | 89k | 295.67 |
| 2023-09-30 | $24M | 87k | 273.00 |
| 2023-06-30 | $22M | 88k | 246.05 |
| 2023-03-31 | $20M | 89k | 228.84 |
| 2022-12-31 | $19M | 81k | 239.56 |
| 2022-09-30 | $13M | 79k | 164.08 |
| 2022-06-30 | $12M | 68k | 178.75 |
| 2022-03-31 | $14M | 61k | 222.83 |
| 2021-12-31 | $14M | 66k | 206.74 |
| 2021-09-30 | $14M | 75k | 191.97 |
| 2021-06-30 | $15M | 71k | 217.64 |
| 2021-03-31 | $14M | 60k | 231.86 |
| 2020-12-31 | $11M | 61k | 182.02 |
| 2020-09-30 | $8.4M | 56k | 149.15 |
| 2020-06-30 | $6.9M | 55k | 126.49 |
| 2020-03-31 | $5.5M | 48k | 116.03 |
| 2019-12-31 | $4.4M | 30k | 147.69 |
| 2019-09-30 | $3.4M | 27k | 126.30 |
| 2019-06-30 | $3.3M | 24k | 136.31 |
| 2019-03-31 | $3.1M | 23k | 135.49 |