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Caterpillar shares owned by Schear Investment Advisers

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Schear Investment Advisers from 13F filings

Historical chart of Schear Investment Advisers investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Schear Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Schear Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 5.5k 366.43
2023-12-31 $1.4M 4.9k 295.67
2023-09-30 $1.3M 4.9k 273.00
2023-06-30 $1.3M 5.2k 246.05
2023-03-31 $1.1M 5.0k 228.84
2022-12-31 $1.1M 4.8k 239.56