Caterpillar shares owned by Retirement Group
Historical chart of Retirement Group investment in Caterpillar
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All positions including Caterpillar held by Retirement Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $199k | 544 | 366.36 |
| 2023-12-31 | $5.6M | 19k | 295.67 |
| 2023-09-30 | $5.2M | 19k | 273.00 |
| 2023-06-30 | $4.7M | 19k | 246.05 |
| 2023-03-31 | $4.5M | 20k | 228.86 |
| 2022-12-31 | $4.7M | 20k | 239.57 |
| 2022-09-30 | $3.3M | 20k | 164.07 |
| 2022-06-30 | $3.6M | 20k | 178.75 |
| 2022-03-31 | $4.5M | 20k | 222.84 |
| 2021-12-31 | $4.1M | 20k | 206.73 |
| 2021-09-30 | $3.8M | 20k | 192.00 |
| 2021-06-30 | $4.2M | 20k | 217.61 |
| 2021-03-31 | $5.1M | 22k | 231.88 |
| 2020-12-31 | $4.1M | 22k | 181.99 |
| 2020-09-30 | $6.0k | 202 | 29.70 |
| 2020-06-30 | $2.9M | 23k | 126.50 |
| 2019-12-31 | $3.3M | 23k | 147.68 |