Caterpillar shares owned by Mount Vernon Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mount Vernon Associates
from 13F filings
Historical chart of Mount Vernon Associates investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Mount Vernon Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $358k | 750 | 477.33 |
| 2025-06-30 | $369k | 950 | 388.42 |
| 2025-03-31 | $313k | 950 | 329.47 |
| 2024-12-31 | $345k | 950 | 363.16 |
| 2024-09-30 | $372k | 950 | 391.58 |
| 2024-03-31 | $421k | 1.2k | 366.09 |
| 2023-12-31 | $348k | 1.2k | 295.92 |
| 2023-09-30 | $321k | 1.2k | 272.96 |
| 2023-06-30 | $289k | 1.2k | 245.75 |
| 2023-03-31 | $269k | 1.2k | 228.74 |
| 2022-12-31 | $282k | 1.2k | 239.80 |
| 2022-06-30 | $210k | 1.2k | 178.57 |
| 2022-03-31 | $262k | 1.2k | 222.79 |
| 2021-12-31 | $284k | 1.4k | 206.40 |
| 2021-09-30 | $264k | 1.4k | 191.86 |
| 2021-06-30 | $321k | 1.5k | 217.48 |
| 2021-03-31 | $342k | 1.5k | 231.71 |
| 2020-12-31 | $269k | 1.5k | 182.25 |
| 2020-09-30 | $220k | 1.5k | 149.05 |
| 2020-03-31 | $235k | 2.0k | 115.99 |
| 2019-12-31 | $299k | 2.0k | 147.58 |
| 2019-09-30 | $256k | 2.0k | 126.36 |
| 2019-06-30 | $552k | 4.1k | 136.23 |
| 2019-03-31 | $275k | 2.0k | 135.74 |
| 2018-12-31 | $257k | 2.0k | 126.85 |
| 2018-09-30 | $339k | 2.2k | 152.29 |
| 2018-06-30 | $302k | 2.2k | 135.67 |
| 2018-03-31 | $328k | 2.2k | 147.35 |
| 2017-12-31 | $351k | 2.2k | 157.68 |
| 2017-09-30 | $278k | 2.2k | 124.89 |
| 2014-09-30 | $203k | 2.1k | 99.02 |
| 2014-06-30 | $223k | 2.1k | 108.78 |
| 2014-03-31 | $204k | 2.1k | 99.51 |
| 2013-03-31 | $213k | 2.5k | 86.94 |
| 2012-12-31 | $220k | 2.5k | 89.80 |
| 2012-09-30 | $232k | 2.7k | 85.93 |
| 2012-06-30 | $280k | 3.3k | 84.85 |
| 2012-03-31 | $352k | 3.3k | 106.67 |
| 2011-12-31 | $299k | 3.3k | 90.61 |
| 2011-09-30 | $256k | 3.5k | 73.88 |
| 2011-06-30 | $374k | 3.5k | 106.40 |
| 2011-03-31 | $395k | 3.5k | 111.42 |