Caterpillar shares owned by Taylor Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Taylor Financial Group
from 13F filings
Historical chart of Taylor Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Taylor Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $849k | 1.8k | 477.15 |
| 2025-06-30 | $691k | 1.8k | 388.21 |
| 2025-03-31 | $595k | 1.8k | 329.80 |
| 2024-12-31 | $655k | 1.8k | 362.76 |
| 2024-09-30 | $706k | 1.8k | 391.12 |
| 2024-06-30 | $601k | 1.8k | 333.10 |
| 2024-03-31 | $661k | 1.8k | 366.43 |
| 2023-12-31 | $534k | 1.8k | 295.67 |
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