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Caterpillar shares owned by Nadler Financial

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Nadler Financial from 13F filings

Historical chart of Nadler Financial investment in Caterpillar

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All positions including Caterpillar held by Nadler Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Nadler Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $566k 1.4k 391.12
2024-06-30 $482k 1.4k 333.10
2024-03-31 $530k 1.4k 366.43
2023-12-31 $424k 1.4k 295.67
2023-09-30 $391k 1.4k 273.00
2023-06-30 $341k 1.4k 246.05
2023-03-31 $317k 1.4k 228.84
2022-12-31 $328k 1.4k 239.56
2022-09-30 $224k 1.4k 164.10
2022-06-30 $244k 1.4k 178.75
2022-03-31 $304k 1.4k 222.71
2021-12-31 $304k 1.5k 206.94
2021-09-30 $282k 1.5k 191.97
2021-06-30 $320k 1.5k 217.98
2021-03-31 $340k 1.5k 231.61