Caterpillar shares owned by Montis Financial
Historical chart of Montis Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 3.7k | 477.16 |
| 2025-06-30 | $1.5M | 3.8k | 388.20 |
| 2025-03-31 | $1.2M | 3.8k | 329.79 |
| 2024-12-31 | $1.4M | 3.8k | 362.74 |
| 2024-09-30 | $1.3M | 3.4k | 391.10 |
| 2024-06-30 | $1.2M | 3.5k | 333.08 |
| 2024-03-31 | $1.3M | 3.5k | 366.41 |
| 2023-12-31 | $1.2M | 4.1k | 295.70 |
| 2023-09-30 | $1.1M | 4.1k | 273.00 |
| 2023-06-30 | $1.0M | 4.1k | 246.02 |
| 2023-03-31 | $937k | 4.1k | 228.84 |
| 2022-12-31 | $959k | 4.0k | 239.56 |
| 2022-09-30 | $657k | 4.0k | 164.13 |
| 2022-06-30 | $717k | 4.0k | 178.76 |
| 2022-03-31 | $895k | 4.0k | 222.86 |
| 2021-12-31 | $833k | 4.0k | 206.70 |
| 2021-09-30 | $681k | 3.5k | 193.19 |
| 2021-06-30 | $766k | 3.5k | 217.61 |
| 2021-03-31 | $819k | 3.5k | 232.67 |
| 2020-12-31 | $636k | 3.5k | 180.68 |