Caterpillar shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 3.2k | 391.12 |
| 2024-06-30 | $1.1M | 3.2k | 333.10 |
| 2024-03-31 | $1.2M | 3.2k | 366.43 |
| 2023-12-31 | $932k | 3.2k | 295.67 |
| 2023-09-30 | $859k | 3.1k | 273.00 |
| 2023-06-30 | $816k | 3.3k | 246.05 |
| 2023-03-31 | $850k | 3.7k | 228.84 |
| 2022-12-31 | $890k | 3.7k | 239.51 |
| 2022-09-30 | $613k | 3.7k | 164.13 |
| 2022-06-30 | $676k | 3.8k | 178.89 |
| 2022-03-31 | $833k | 3.7k | 222.73 |
| 2021-12-31 | $732k | 3.5k | 206.73 |
| 2021-09-30 | $679k | 3.5k | 191.85 |
| 2021-06-30 | $771k | 3.5k | 217.73 |
| 2021-03-31 | $820k | 3.5k | 231.84 |
| 2020-12-31 | $644k | 3.5k | 182.09 |
| 2020-09-30 | $524k | 3.5k | 149.26 |
| 2020-06-30 | $444k | 3.5k | 126.51 |
| 2020-03-31 | $407k | 3.5k | 116.13 |
| 2019-12-31 | $518k | 3.5k | 147.59 |
| 2019-09-30 | $443k | 3.5k | 126.17 |
| 2019-06-30 | $478k | 3.5k | 136.21 |
| 2019-03-31 | $476k | 3.5k | 135.54 |
| 2018-12-31 | $446k | 3.5k | 127.18 |
| 2018-09-30 | $529k | 3.5k | 152.65 |
| 2018-06-30 | $653k | 4.8k | 135.76 |
| 2018-03-31 | $768k | 5.2k | 147.40 |
| 2017-12-31 | $541k | 3.4k | 157.68 |
| 2017-09-30 | $437k | 3.5k | 124.66 |
| 2017-06-30 | $384k | 3.6k | 107.33 |
| 2017-03-31 | $334k | 3.6k | 92.77 |
| 2016-12-31 | $364k | 3.9k | 92.67 |
| 2016-09-30 | $281k | 3.2k | 88.78 |
| 2016-06-30 | $213k | 2.8k | 75.67 |