Caterpillar shares owned by Richard C. Young & Co
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Richard C. Young & Co
from 13F filings
Historical chart of Richard C. Young & Co investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Richard C. Young & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 52k | 477.15 |
| 2025-06-30 | $21M | 53k | 388.21 |
| 2025-03-31 | $18M | 55k | 329.80 |
| 2024-12-31 | $20M | 56k | 362.76 |
| 2024-09-30 | $22M | 57k | 391.12 |
| 2024-06-30 | $19M | 57k | 333.10 |
| 2024-03-31 | $21M | 56k | 366.43 |
| 2023-12-31 | $17M | 57k | 295.67 |
| 2023-09-30 | $15M | 56k | 273.00 |
| 2023-06-30 | $14M | 55k | 246.05 |
| 2023-03-31 | $12M | 54k | 228.84 |
| 2022-12-31 | $13M | 54k | 239.56 |
| 2022-09-30 | $8.7M | 53k | 164.08 |
| 2022-06-30 | $9.3M | 52k | 178.77 |
| 2022-03-31 | $11M | 50k | 222.82 |
| 2021-12-31 | $10M | 49k | 206.74 |
| 2021-09-30 | $9.3M | 48k | 191.97 |
| 2021-06-30 | $11M | 48k | 217.64 |
| 2021-03-31 | $11M | 46k | 231.88 |
| 2020-12-31 | $7.9M | 43k | 182.02 |
| 2020-09-30 | $6.2M | 41k | 149.14 |
| 2020-06-30 | $4.9M | 39k | 126.50 |
| 2020-03-31 | $565k | 4.9k | 116.04 |