Caterpillar shares owned by Middleton & Company
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Middleton & Company
from 13F filings
Historical chart of Middleton & Company investment in Caterpillar
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All positions including Caterpillar held by Middleton & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Middleton & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $234k | 490 | 477.15 |
| 2024-09-30 | $329k | 840 | 391.12 |
| 2024-06-30 | $280k | 840 | 333.10 |
| 2024-03-31 | $308k | 840 | 366.43 |
| 2023-09-30 | $298k | 1.1k | 273.00 |
| 2023-06-30 | $268k | 1.1k | 246.05 |
| 2023-03-31 | $249k | 1.1k | 228.84 |
| 2022-12-31 | $261k | 1.1k | 239.56 |
| 2012-06-30 | $636k | 7.5k | 84.97 |
| 2012-03-31 | $6.7M | 63k | 106.53 |