Caterpillar shares owned by P.J. Schmidt Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by P.J. Schmidt Investment Management
from 13F filings
Historical chart of P.J. Schmidt Investment Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by P.J. Schmidt Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $330k | 466 | 708.46 |
| 2014-12-31 | $336k | 3.7k | 91.53 |
| 2014-09-30 | $524k | 5.3k | 99.13 |
| 2014-06-30 | $585k | 5.4k | 108.61 |
| 2014-03-31 | $535k | 5.4k | 99.33 |
| 2013-12-31 | $819k | 9.0k | 90.85 |
| 2013-09-30 | $1.5M | 18k | 83.41 |
| 2013-06-30 | $2.1M | 25k | 82.47 |
| 2013-03-31 | $2.4M | 27k | 86.95 |
| 2012-12-31 | $2.8M | 31k | 89.62 |
| 2012-09-30 | $2.8M | 33k | 86.05 |
| 2012-06-30 | $2.5M | 29k | 84.91 |
| 2012-03-31 | $2.5M | 24k | 106.50 |
| 2011-12-31 | $2.1M | 24k | 90.60 |
| 2011-09-30 | $1.5M | 20k | 73.85 |
| 2011-06-30 | $427k | 4.0k | 106.48 |
| 2011-03-31 | $233k | 2.1k | 111.48 |
More positions owned by P.J. Schmidt Investment Management
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