Caterpillar shares owned by MPS Loria Financial Planners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by MPS Loria Financial Planners
from 13F filings
Historical chart of MPS Loria Financial Planners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by MPS Loria Financial Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $297k | 760 | 391.17 |
| 2024-06-30 | $476k | 1.4k | 333.18 |
| 2024-03-31 | $523k | 1.4k | 366.41 |
| 2023-12-31 | $921k | 3.1k | 295.63 |
| 2023-09-30 | $944k | 3.5k | 273.01 |
| 2023-06-30 | $678k | 2.8k | 246.05 |
| 2023-03-31 | $654k | 2.9k | 228.85 |
| 2022-12-31 | $684k | 2.9k | 239.56 |
| 2022-09-30 | $468k | 2.9k | 164.21 |
| 2022-06-30 | $503k | 2.8k | 178.69 |
| 2022-03-31 | $626k | 2.8k | 222.62 |
| 2021-12-31 | $580k | 2.8k | 206.55 |
| 2021-09-30 | $576k | 3.0k | 191.74 |
| 2021-06-30 | $633k | 2.9k | 217.83 |
| 2021-03-31 | $671k | 2.9k | 231.78 |
| 2020-12-31 | $527k | 2.9k | 182.16 |
| 2020-09-30 | $424k | 2.8k | 149.24 |
| 2020-06-30 | $359k | 2.8k | 126.59 |
| 2020-03-31 | $328k | 2.8k | 115.90 |
| 2019-12-31 | $417k | 2.8k | 147.56 |
| 2019-09-30 | $356k | 2.8k | 126.20 |
| 2019-06-30 | $383k | 2.8k | 136.06 |
| 2019-03-31 | $381k | 2.8k | 135.54 |
| 2018-12-31 | $356k | 2.8k | 126.87 |
| 2018-09-30 | $427k | 2.8k | 152.39 |
| 2018-06-30 | $380k | 2.8k | 135.81 |
| 2018-03-31 | $412k | 2.8k | 147.46 |
| 2017-12-31 | $440k | 2.8k | 157.65 |
| 2017-09-30 | $348k | 2.8k | 124.87 |
| 2017-06-30 | $316k | 2.8k | 113.55 |
More positions owned by MPS Loria Financial Planners
View all positions for MPS Loria Financial Planners