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Caterpillar shares owned by Meritage Portfolio Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Meritage Portfolio Management from 13F filings

Historical chart of Meritage Portfolio Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Meritage Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Meritage Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 619 390.95
2024-03-31 $208k 568 366.20
2021-06-30 $234k 1.1k 217.67
2021-03-31 $249k 1.1k 231.63