Caterpillar shares owned by SWAN Capital
Historical chart of SWAN Capital investment in Caterpillar
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All positions including Caterpillar held by SWAN Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by SWAN Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35k | 73 | 477.15 |
| 2025-06-30 | $34k | 88 | 388.20 |
| 2025-03-31 | $24k | 73 | 329.79 |
| 2024-12-31 | $27k | 73 | 362.75 |
| 2024-09-30 | $29k | 73 | 391.12 |
| 2024-06-30 | $24k | 73 | 333.10 |