Caterpillar shares owned by Montgomery Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Montgomery Investment Management
from 13F filings
Historical chart of Montgomery Investment Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Montgomery Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.2M | 18k | 295.66 |
| 2023-09-30 | $4.8M | 18k | 272.99 |
| 2023-06-30 | $4.4M | 18k | 246.04 |
| 2023-03-31 | $4.1M | 18k | 228.83 |
| 2022-12-31 | $4.3M | 18k | 239.55 |
| 2022-09-30 | $2.9M | 18k | 164.05 |
| 2022-06-30 | $3.2M | 18k | 178.74 |
| 2022-03-31 | $4.0M | 18k | 222.84 |
| 2021-12-31 | $3.8M | 18k | 206.77 |
| 2021-09-30 | $3.6M | 19k | 191.95 |
| 2021-06-30 | $4.0M | 18k | 217.64 |
| 2021-03-31 | $4.4M | 19k | 231.88 |
| 2020-12-31 | $3.5M | 19k | 182.00 |
| 2020-09-30 | $2.8M | 19k | 149.14 |
| 2020-06-30 | $2.5M | 20k | 126.49 |
| 2020-03-31 | $2.3M | 20k | 116.07 |
| 2019-12-31 | $2.9M | 20k | 147.68 |
| 2019-09-30 | $2.6M | 20k | 126.30 |
| 2019-06-30 | $2.8M | 20k | 136.26 |
| 2019-03-31 | $2.9M | 22k | 135.49 |
| 2018-12-31 | $2.8M | 22k | 127.09 |
| 2018-09-30 | $3.4M | 22k | 152.50 |
| 2018-06-30 | $2.8M | 21k | 135.50 |
| 2018-03-31 | $3.1M | 21k | 147.36 |
| 2017-12-31 | $3.3M | 21k | 157.60 |
| 2017-09-30 | $2.6M | 21k | 124.72 |
| 2017-06-30 | $2.3M | 22k | 107.46 |
| 2017-03-31 | $2.2M | 24k | 92.77 |
| 2016-12-31 | $2.2M | 24k | 92.74 |
| 2016-09-30 | $2.2M | 24k | 88.76 |
| 2016-06-30 | $1.9M | 25k | 75.83 |
| 2016-03-31 | $1.4M | 19k | 76.52 |
| 2015-12-31 | $1.3M | 19k | 67.98 |
| 2015-09-30 | $1.2M | 19k | 65.35 |
| 2015-06-30 | $1.6M | 19k | 84.82 |
| 2015-03-31 | $1.5M | 19k | 80.06 |
| 2014-12-31 | $1.6M | 17k | 91.54 |
| 2014-09-30 | $1.6M | 17k | 99.03 |
| 2014-06-30 | $1.7M | 16k | 108.67 |
| 2014-03-31 | $1.6M | 16k | 99.38 |
| 2013-12-31 | $1.5M | 17k | 90.81 |
| 2013-09-30 | $2.7M | 32k | 83.39 |
| 2013-06-30 | $2.8M | 33k | 82.48 |
| 2013-03-31 | $2.9M | 33k | 86.97 |
| 2012-12-31 | $3.0M | 34k | 89.60 |
| 2012-09-30 | $3.0M | 35k | 86.05 |
| 2012-06-30 | $3.0M | 36k | 84.91 |
| 2012-03-31 | $3.8M | 36k | 106.53 |
| 2011-12-31 | $3.3M | 37k | 90.59 |
| 2011-09-30 | $2.7M | 36k | 73.84 |
| 2011-03-31 | $4.2M | 37k | 111.35 |
More positions owned by Montgomery Investment Management
View all positions for Montgomery Investment Management