Caterpillar shares owned by Permanens Capital
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Permanens Capital
from 13F filings
Historical chart of Permanens Capital investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Permanens Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $669k | 628 | 1064.90 |
| 2023-09-30 | $3.4M | 12k | 273.00 |
| 2023-06-30 | $2.9M | 12k | 246.05 |
| 2023-03-31 | $3.5M | 16k | 228.84 |
| 2022-12-31 | $3.7M | 16k | 239.56 |
| 2022-09-30 | $2.9M | 18k | 164.07 |
| 2022-06-30 | $5.0M | 28k | 178.74 |
| 2022-03-31 | $6.2M | 28k | 222.83 |
| 2021-12-31 | $8.1M | 39k | 206.73 |
| 2021-09-30 | $7.5M | 39k | 191.97 |