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
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Quarterly reported holdings in Caterpillar by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $378k | 792 | 477.15 |
| 2025-06-30 | $224k | 578 | 388.21 |
| 2024-12-31 | $216k | 595 | 362.76 |
| 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 |
More positions owned by Meritage Portfolio Management
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