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Caterpillar shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson investment in Caterpillar

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All positions including Caterpillar held by Richards, Merrill & Peterson consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 4.2k 477.12
2025-06-30 $1.5M 3.8k 388.22
2025-03-31 $1.2M 3.7k 329.83