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Caterpillar shares owned by Welch Group

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

Historical chart of Welch Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Welch Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 35k 366.43
2023-12-31 $10M 35k 295.67
2023-09-30 $9.5M 35k 273.00
2023-06-30 $8.5M 35k 246.05
2023-03-31 $7.6M 33k 228.84
2022-12-31 $8.0M 33k 239.56
2022-09-30 $5.4M 33k 164.09
2022-06-30 $5.7M 32k 178.75
2022-03-31 $7.0M 31k 222.81
2021-12-31 $5.9M 28k 206.75
2021-09-30 $5.0M 26k 191.99
2021-06-30 $5.2M 24k 217.62
2021-03-31 $5.2M 22k 231.86
2020-12-31 $3.6M 20k 182.04
2020-09-30 $2.7M 18k 149.14
2020-06-30 $2.0M 16k 126.48
2020-03-31 $1.8M 16k 116.04
2019-12-31 $1.8M 12k 147.66
2019-09-30 $1.6M 13k 126.28
2019-06-30 $1.7M 12k 136.30
2019-03-31 $1.5M 11k 135.52
2018-12-31 $1.3M 11k 127.10
2018-09-30 $1.6M 11k 152.52
2018-06-30 $1.3M 9.6k 135.68
2018-03-31 $1.4M 9.4k 147.34
2017-12-31 $1.5M 9.7k 157.60
2017-09-30 $1.0M 8.4k 124.73
2017-06-30 $936k 8.7k 107.48
2017-03-31 $764k 8.2k 92.77
2016-12-31 $771k 8.3k 92.72
2016-09-30 $744k 8.4k 88.83
2016-06-30 $643k 8.5k 75.78
2016-03-31 $735k 9.6k 76.51
2015-12-31 $616k 9.1k 67.95
2015-09-30 $630k 9.6k 65.34
2015-06-30 $739k 8.7k 84.85
2015-03-31 $697k 8.7k 80.03
2014-12-31 $824k 9.0k 91.50
2014-09-30 $880k 8.9k 99.08
2014-06-30 $971k 8.9k 108.67
2014-03-31 $895k 9.0k 99.37
2013-12-31 $826k 9.1k 90.81
2013-09-30 $807k 9.7k 83.36
2013-06-30 $797k 9.7k 82.54