Caterpillar shares owned by Phocas Financial
Historical chart of Phocas Financial investment in Caterpillar
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All positions including Caterpillar held by Phocas Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Phocas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $209k | 295 | 708.46 |
| 2023-03-31 | $228k | 995 | 228.84 |
| 2022-12-31 | $155k | 645 | 239.56 |
| 2013-12-31 | $289k | 3.5k | 83.29 |
| 2013-09-30 | $289k | 3.5k | 83.29 |
| 2013-06-30 | $286k | 3.5k | 82.42 |