Caterpillar shares owned by UBS Group
Historical chart of UBS Group investment in Caterpillar
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All positions including Caterpillar held by UBS Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $780M | 2.1M | 366.43 |
| 2023-12-31 | $583M | 2.0M | 295.67 |
| 2023-09-30 | $486M | 1.8M | 273.00 |
| 2023-06-30 | $440M | 1.8M | 246.05 |
| 2023-03-31 | $418M | 1.8M | 228.84 |
| 2022-12-31 | $545M | 2.3M | 239.56 |
| 2022-09-30 | $225M | 1.8M | 125.00 |
| 2022-06-30 | $422M | 2.4M | 178.76 |
| 2022-03-31 | $352M | 1.6M | 225.00 |
| 2021-12-31 | $432M | 2.1M | 206.74 |
| 2021-09-30 | $364M | 1.9M | 191.97 |
| 2021-06-30 | $362M | 1.7M | 217.62 |
| 2021-03-31 | $489M | 2.1M | 231.87 |
| 2020-12-31 | $563M | 3.1M | 182.01 |
| 2020-09-30 | $339M | 2.3M | 149.27 |
| 2020-06-30 | $187M | 1.5M | 126.59 |
| 2020-03-31 | $216M | 1.9M | 116.04 |
| 2019-12-31 | $173M | 1.2M | 147.66 |
| 2019-09-30 | $186M | 1.5M | 126.32 |
| 2019-06-30 | $193M | 1.4M | 136.29 |
| 2019-03-31 | $218M | 1.6M | 135.50 |
| 2018-12-31 | $238M | 1.9M | 125.00 |
| 2018-09-30 | $313M | 2.1M | 152.50 |
| 2018-06-30 | $244M | 1.8M | 135.66 |
| 2018-03-31 | $301M | 2.1M | 146.62 |
| 2017-12-31 | $263M | 1.7M | 158.33 |
| 2017-09-30 | $185M | 1.5M | 124.71 |
| 2017-06-30 | $233M | 2.2M | 107.46 |
| 2017-03-31 | $151M | 1.6M | 92.76 |
| 2016-12-31 | $130M | 1.4M | 92.74 |
| 2016-09-30 | $120M | 1.3M | 88.77 |
| 2016-06-30 | $100M | 1.3M | 75.80 |
| 2016-03-31 | $88M | 1.2M | 75.00 |
| 2015-12-31 | $118M | 1.7M | 67.96 |
| 2015-09-30 | $79M | 1.2M | 65.35 |
| 2015-03-31 | $137M | 1.7M | 80.03 |