Caterpillar shares owned by Richardson Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Richardson Financial Services
from 13F filings
Historical chart of Richardson Financial Services investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Richardson Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $77k | 161 | 477.16 |
| 2025-06-30 | $45k | 115 | 390.93 |
| 2025-03-31 | $18k | 55 | 329.80 |
| 2024-12-31 | $15k | 40 | 363.00 |
| 2023-12-31 | $27k | 92 | 295.67 |
More positions owned by Richardson Financial Services
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