Caterpillar shares owned by Morningstar Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Morningstar Investment Management
from 13F filings
Historical chart of Morningstar Investment Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 8.3k | 477.13 |
| 2024-12-31 | $489k | 1.3k | 362.76 |
| 2024-09-30 | $531k | 1.3k | 393.92 |
| 2024-06-30 | $708k | 2.1k | 333.33 |
| 2024-03-31 | $778k | 2.1k | 366.29 |
| 2023-09-30 | $575k | 2.1k | 272.90 |
| 2023-06-30 | $518k | 2.1k | 245.85 |
More positions owned by Morningstar Investment Management
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