Caterpillar shares owned by Smart Portfolios
Historical chart of Smart Portfolios investment in Caterpillar
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All positions including Caterpillar held by Smart Portfolios consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Smart Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $690k | 1.4k | 477.15 |
| 2025-06-30 | $617k | 1.6k | 388.21 |
| 2025-03-31 | $529k | 1.6k | 329.80 |
| 2024-12-31 | $532k | 1.5k | 362.76 |
| 2024-09-30 | $579k | 1.5k | 391.12 |
| 2024-06-30 | $488k | 1.5k | 333.10 |
| 2024-03-31 | $462k | 1.3k | 366.43 |
| 2019-03-31 | $27k | 200 | 135.00 |
| 2018-12-31 | $25k | 200 | 125.00 |
| 2018-09-30 | $30k | 200 | 150.00 |
| 2018-06-30 | $27k | 200 | 135.00 |
| 2018-03-31 | $29k | 200 | 145.00 |