Caterpillar shares owned by Union Bankshares
Historical chart of Union Bankshares investment in Caterpillar
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All positions including Caterpillar held by Union Bankshares consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Union Bankshares
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $13M | 23k | 572.87 |
| 2025-09-30 | $11M | 24k | 477.15 |
| 2025-06-30 | $8.7M | 23k | 387.97 |
| 2025-03-31 | $2.6M | 7.8k | 329.81 |
| 2024-12-31 | $2.9M | 8.0k | 362.75 |
| 2024-09-30 | $3.2M | 8.2k | 391.13 |
| 2024-06-30 | $2.8M | 8.5k | 333.10 |
| 2024-03-31 | $3.2M | 8.7k | 366.44 |
| 2023-12-31 | $2.7M | 9.1k | 295.67 |
| 2023-09-30 | $2.6M | 9.7k | 273.00 |
| 2023-06-30 | $2.2M | 9.1k | 246.04 |
| 2023-03-31 | $2.3M | 9.9k | 228.83 |
| 2022-12-31 | $2.5M | 11k | 239.56 |
| 2022-09-30 | $1.8M | 11k | 162.16 |
| 2022-06-30 | $1.9M | 11k | 175.68 |
| 2022-03-31 | $2.5M | 11k | 224.72 |
| 2021-12-31 | $2.4M | 11k | 206.73 |
| 2021-09-30 | $2.3M | 12k | 192.31 |
| 2021-06-30 | $2.9M | 13k | 216.35 |
| 2021-03-31 | $2.9M | 12k | 230.77 |
| 2020-12-31 | $2.3M | 13k | 182.00 |
| 2020-09-30 | $1.9M | 13k | 149.15 |
| 2020-06-30 | $1.5M | 12k | 126.52 |
| 2020-03-31 | $1.4M | 12k | 116.02 |
| 2019-12-31 | $1.6M | 11k | 147.64 |
| 2019-09-30 | $1.4M | 11k | 126.33 |
| 2019-06-30 | $1.2M | 8.8k | 136.31 |
| 2015-06-30 | $201k | 2.4k | 84.80 |
| 2015-03-31 | $241k | 3.0k | 80.07 |
| 2014-12-31 | $291k | 3.2k | 91.38 |
| 2014-09-30 | $337k | 3.4k | 99.05 |
| 2014-06-30 | $382k | 3.5k | 108.73 |
| 2014-03-31 | $553k | 6.6k | 83.37 |