Caterpillar shares owned by Merit Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.0M | 15k | 391.12 |
| 2024-03-31 | $4.6M | 14k | 336.76 |
| 2023-12-31 | $1.1M | 3.9k | 295.70 |
| 2023-09-30 | $3.1M | 11k | 272.99 |
| 2023-06-30 | $2.7M | 11k | 246.06 |
| 2023-03-31 | $2.4M | 10k | 228.85 |
| 2022-12-31 | $2.2M | 9.0k | 239.56 |
| 2022-09-30 | $1.2M | 7.3k | 164.09 |
| 2022-06-30 | $3.7M | 21k | 178.76 |