Caterpillar shares owned by Trust
Historical chart of Trust investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $164k | 419 | 391.12 |
| 2024-06-30 | $130k | 391 | 333.10 |
| 2024-03-31 | $143k | 391 | 366.43 |
| 2023-12-31 | $116k | 391 | 295.67 |
| 2023-09-30 | $107k | 391 | 273.00 |
| 2023-06-30 | $217k | 880 | 246.05 |
| 2023-03-31 | $735k | 3.2k | 228.84 |
| 2022-12-31 | $769k | 3.2k | 239.49 |
| 2022-09-30 | $537k | 3.3k | 164.12 |
| 2022-06-30 | $585k | 3.3k | 178.79 |
| 2022-03-31 | $742k | 3.3k | 222.69 |
| 2021-12-31 | $885k | 4.3k | 206.68 |
| 2021-09-30 | $822k | 4.3k | 191.97 |
| 2021-06-30 | $933k | 4.3k | 217.53 |
| 2021-03-31 | $1.2M | 5.1k | 231.79 |
| 2020-12-31 | $1.0M | 5.7k | 182.11 |
| 2020-09-30 | $872k | 5.8k | 149.09 |
| 2020-06-30 | $668k | 5.3k | 126.52 |
| 2020-03-31 | $517k | 4.5k | 116.13 |
| 2019-12-31 | $657k | 4.5k | 147.57 |
| 2019-09-30 | $578k | 4.6k | 126.34 |
| 2019-06-30 | $624k | 4.6k | 136.39 |
| 2019-03-31 | $620k | 4.6k | 135.52 |
| 2018-12-31 | $569k | 4.5k | 127.15 |
| 2018-09-30 | $810k | 5.3k | 152.57 |
| 2018-06-30 | $720k | 5.3k | 135.62 |
| 2018-03-31 | $782k | 5.3k | 147.30 |
| 2017-12-31 | $837k | 5.3k | 157.66 |
| 2017-09-30 | $662k | 5.3k | 124.69 |
| 2017-06-30 | $571k | 5.3k | 107.55 |
| 2017-03-31 | $492k | 5.3k | 92.67 |
| 2016-12-31 | $502k | 5.4k | 92.81 |
| 2016-09-30 | $480k | 5.4k | 88.74 |
| 2016-06-30 | $477k | 6.3k | 75.85 |
| 2016-03-31 | $481k | 6.3k | 76.48 |
| 2015-12-31 | $426k | 6.3k | 67.96 |
| 2015-09-30 | $320k | 4.9k | 65.39 |
| 2015-06-30 | $1.5M | 17k | 84.81 |
| 2015-03-31 | $1.8M | 22k | 80.03 |