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Caterpillar shares owned by Next Level Private

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Next Level Private from 13F filings

Historical chart of Next Level Private investment in Caterpillar

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All positions including Caterpillar held by Next Level Private consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Next Level Private

Quarter filed Position value Share count Share price at filing
2024-03-31 $447k 1.2k 366.43
2023-12-31 $361k 1.2k 295.67
2023-09-30 $332k 1.2k 271.72
2023-06-30 $304k 1.2k 248.81
2022-12-31 $301k 1.2k 246.62
2022-09-30 $218k 1.2k 178.69
2022-03-31 $282k 1.3k 222.57
2021-12-31 $252k 1.2k 206.56