Caterpillar shares owned by Relative Value Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Relative Value Partners
from 13F filings
Historical chart of Relative Value Partners investment in Caterpillar
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All positions including Caterpillar held by Relative Value Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Relative Value Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.7M | 11k | 333.10 |
| 2024-03-31 | $290k | 965 | 300.37 |
| 2023-12-31 | $284k | 960 | 295.73 |
| 2023-09-30 | $472k | 1.7k | 273.00 |