Caterpillar shares owned by Phoenix Holdings
Historical chart of Phoenix Holdings investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Phoenix Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 12k | 251.69 |
| 2025-06-30 | $3.0M | 8.0k | 378.15 |
| 2025-03-31 | $1.8M | 5.4k | 329.80 |
| 2024-12-31 | $980k | 2.7k | 362.76 |
| 2024-09-30 | $823k | 2.1k | 391.12 |
| 2024-06-30 | $360k | 1.1k | 327.29 |
| 2021-03-31 | $1.8M | 7.8k | 232.16 |
| 2020-12-31 | $1.5M | 8.1k | 181.27 |
| 2020-09-30 | $2.0M | 14k | 139.48 |
| 2020-06-30 | $2.1M | 18k | 118.74 |
| 2020-03-31 | $1.9M | 17k | 112.53 |