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Caterpillar shares owned by Unison Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Unison Asset Management from 13F filings

Historical chart of Unison Asset Management investment in Caterpillar

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All positions including Caterpillar held by Unison Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Unison Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 606 477.15
2025-06-30 $235k 606 388.21
2024-12-31 $220k 606 362.76
2024-09-30 $237k 606 391.12
2024-06-30 $202k 606 333.10
2024-03-31 $222k 606 366.43