Caterpillar shares owned by Morton Capital Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in Caterpillar
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All positions including Caterpillar held by Morton Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 587 | 477.47 |
| 2025-06-30 | $228k | 587 | 388.41 |
| 2025-03-31 | $205k | 621 | 329.90 |
| 2024-12-31 | $232k | 640 | 362.81 |
| 2024-09-30 | $250k | 640 | 391.13 |