Caterpillar shares owned by Milestone Group
Historical chart of Milestone Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 504 | 477.15 |
| 2025-06-30 | $185k | 477 | 388.21 |
| 2025-03-31 | $157k | 477 | 329.80 |
| 2024-12-31 | $175k | 482 | 362.76 |
| 2024-09-30 | $478k | 1.2k | 391.12 |
| 2024-06-30 | $156k | 468 | 333.10 |
| 2024-03-31 | $172k | 468 | 366.43 |
| 2023-12-31 | $138k | 468 | 295.67 |
| 2023-09-30 | $128k | 468 | 273.00 |
| 2023-06-30 | $115k | 468 | 246.05 |
| 2023-03-31 | $107k | 468 | 228.84 |
| 2022-12-31 | $112k | 468 | 239.56 |
| 2022-09-30 | $275k | 2.2k | 126.38 |
| 2022-03-31 | $645k | 2.9k | 222.64 |
| 2021-12-31 | $531k | 2.6k | 206.78 |
| 2021-09-30 | $275k | 2.2k | 126.38 |
| 2021-06-30 | $386k | 1.8k | 217.71 |
| 2021-03-31 | $330k | 1.4k | 231.58 |
| 2020-12-31 | $227k | 1.2k | 182.04 |
| 2019-12-31 | $361k | 2.4k | 147.77 |
| 2019-09-30 | $275k | 2.2k | 126.38 |
| 2019-06-30 | $319k | 2.3k | 136.15 |
| 2019-03-31 | $301k | 2.2k | 135.71 |
| 2018-12-31 | $287k | 2.3k | 127.10 |
| 2018-09-30 | $302k | 2.0k | 152.37 |
| 2018-06-30 | $269k | 2.0k | 135.72 |
| 2018-03-31 | $292k | 2.0k | 147.33 |
| 2017-12-31 | $328k | 2.1k | 157.54 |
| 2017-09-30 | $247k | 2.0k | 124.62 |
| 2017-06-30 | $213k | 2.0k | 107.47 |
| 2016-06-30 | $206k | 2.7k | 75.65 |