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Caterpillar shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp investment in Caterpillar

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All positions including Caterpillar held by Money Concepts Capital Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 11k 391.12
2024-06-30 $3.7M 11k 333.11
2024-03-31 $4.1M 11k 366.42
2023-12-31 $3.4M 12k 295.75
2023-09-30 $3.2M 12k 273.12
2023-06-30 $2.9M 12k 246.13
2023-03-31 $5.3M 23k 231.23
2022-12-31 $6.2M 26k 239.56
2022-09-30 $3.7M 23k 164.07
2022-06-30 $2.1M 12k 178.28
2022-03-31 $3.1M 14k 222.83
2021-12-31 $2.9M 14k 206.73
2021-03-31 $1.0M 4.4k 231.98
2020-12-31 $493k 2.7k 181.99