Caterpillar shares owned by Monte Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Monte Financial Group
from 13F filings
Historical chart of Monte Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Monte Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $577k | 1.2k | 477.35 |
| 2025-06-30 | $469k | 1.2k | 388.37 |
| 2025-03-31 | $356k | 1.2k | 294.37 |
| 2024-12-31 | $459k | 1.3k | 362.62 |
| 2024-09-30 | $499k | 1.3k | 391.20 |
| 2024-06-30 | $425k | 1.3k | 333.17 |
| 2024-03-31 | $573k | 1.6k | 366.43 |
| 2023-12-31 | $4.6M | 16k | 295.68 |
| 2023-09-30 | $4.9M | 18k | 273.00 |
| 2023-06-30 | $5.4M | 22k | 246.05 |
| 2023-03-31 | $4.9M | 22k | 228.84 |
| 2022-12-31 | $5.5M | 23k | 239.56 |
| 2022-09-30 | $4.2M | 26k | 164.07 |
| 2022-06-30 | $4.5M | 25k | 178.75 |
| 2022-03-31 | $5.6M | 25k | 222.82 |
| 2021-12-31 | $5.1M | 25k | 206.75 |
| 2021-09-30 | $4.2M | 22k | 191.96 |
| 2021-06-30 | $4.7M | 22k | 217.65 |
| 2021-03-31 | $4.4M | 19k | 231.89 |
| 2020-12-31 | $3.4M | 19k | 182.00 |
| 2020-09-30 | $2.8M | 19k | 149.16 |
| 2020-06-30 | $2.6M | 21k | 126.51 |
| 2020-03-31 | $3.2M | 28k | 116.04 |
| 2019-12-31 | $4.1M | 28k | 147.67 |
| 2019-09-30 | $3.5M | 28k | 126.30 |
| 2019-06-30 | $3.1M | 23k | 136.30 |
| 2019-03-31 | $2.7M | 20k | 135.48 |
| 2018-12-31 | $2.4M | 19k | 127.05 |
| 2018-09-30 | $3.0M | 20k | 152.50 |
| 2018-06-30 | $2.6M | 19k | 135.65 |
| 2018-03-31 | $2.6M | 18k | 147.39 |
| 2017-12-31 | $3.0M | 19k | 157.57 |
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