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Caterpillar shares owned by Schubert & Co

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Schubert & Co from 13F filings

Historical chart of Schubert & Co investment in Caterpillar

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All positions including Caterpillar held by Schubert & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Schubert & Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $227k 213 1064.24
2023-03-31 $24k 106 228.85
2022-12-31 $25k 103 239.56
2022-09-30 $16k 97 164.95
2022-06-30 $15k 86 174.42
2022-03-31 $7.0k 32 218.75
2021-12-31 $6.0k 31 193.55