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Caterpillar shares owned by Milestone Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in Caterpillar

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All positions including Caterpillar held by Milestone Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Milestone Group

Quarter filed Position value Share count Share price at filing
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