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Caterpillar shares owned by Savant Capital Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Savant Capital Management from 13F filings

Historical chart of Savant Capital Management investment in Caterpillar

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All positions including Caterpillar held by Savant Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Savant Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 43k 295.67
2023-09-30 $12M 43k 273.00
2023-06-30 $6.4M 26k 246.06
2023-03-31 $5.8M 25k 228.84
2022-12-31 $5.8M 25k 229.57
2022-09-30 $2.1M 13k 164.05
2022-06-30 $2.3M 13k 178.79
2022-03-31 $2.8M 13k 222.78
2021-12-31 $2.5M 12k 206.77
2021-09-30 $2.6M 13k 191.99
2021-06-30 $2.3M 10k 217.63
2021-03-31 $2.8M 12k 231.84
2020-12-31 $2.4M 14k 181.98
2020-09-30 $2.0M 13k 149.16
2020-06-30 $1.6M 13k 126.51
2020-03-31 $1.5M 13k 116.05
2019-12-31 $1.3M 9.0k 147.69
2019-09-30 $1.0M 8.0k 126.30
2019-06-30 $1.1M 8.0k 136.32
2019-03-31 $1.0M 7.5k 135.44
2018-12-31 $926k 7.3k 127.13
2018-09-30 $1.2M 7.9k 152.45
2018-06-30 $1.1M 7.9k 135.62
2018-03-31 $1.3M 8.8k 147.40
2017-12-31 $1.4M 9.2k 157.58
2017-09-30 $1.1M 9.2k 124.74
2017-06-30 $1.0M 9.6k 107.45
2017-03-31 $1.0M 11k 92.80
2016-12-31 $986k 11k 92.70
2016-09-30 $750k 8.4k 88.81
2016-06-30 $682k 9.0k 75.82
2016-03-31 $665k 8.7k 76.58
2015-12-31 $543k 8.0k 68.00
2015-09-30 $514k 7.9k 65.34
2015-06-30 $619k 7.3k 84.88
2015-03-31 $592k 7.4k 79.97
2014-12-31 $784k 8.6k 91.49
2014-09-30 $848k 8.6k 99.00
2014-06-30 $690k 6.4k 108.59
2014-03-31 $605k 6.1k 99.36
2013-12-31 $491k 5.4k 90.88
2013-09-30 $488k 5.9k 83.38
2013-06-30 $492k 6.0k 82.54