Caterpillar shares owned by United Asset Strategies
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in Caterpillar
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Quarterly reported holdings in Caterpillar by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.5k | 477.17 |
| 2025-06-30 | $947k | 2.4k | 388.26 |
| 2025-03-31 | $698k | 2.1k | 329.72 |
| 2024-12-31 | $768k | 2.1k | 362.70 |
| 2024-09-30 | $875k | 2.2k | 391.11 |
| 2024-06-30 | $745k | 2.2k | 333.06 |
| 2024-03-31 | $909k | 2.5k | 366.48 |
| 2023-12-31 | $822k | 2.8k | 295.62 |
| 2023-09-30 | $700k | 2.6k | 273.05 |
| 2023-06-30 | $1.9M | 7.7k | 246.04 |
| 2023-03-31 | $1.7M | 7.6k | 228.83 |
| 2022-12-31 | $1.9M | 7.8k | 239.57 |
| 2022-09-30 | $1.5M | 8.9k | 164.07 |
| 2022-06-30 | $1.5M | 8.5k | 178.71 |
| 2022-03-31 | $1.8M | 8.3k | 222.83 |
| 2021-12-31 | $530k | 2.6k | 206.63 |
| 2021-09-30 | $377k | 2.0k | 191.96 |
| 2021-06-30 | $425k | 2.0k | 217.61 |
| 2021-03-31 | $466k | 2.0k | 232.07 |
| 2020-12-31 | $348k | 1.9k | 182.10 |
| 2020-09-30 | $285k | 1.9k | 149.14 |
| 2020-06-30 | $224k | 1.8k | 126.48 |
| 2020-03-31 | $222k | 1.9k | 116.11 |
| 2019-12-31 | $275k | 1.9k | 147.77 |
| 2019-09-30 | $235k | 1.9k | 126.28 |
| 2019-06-30 | $226k | 1.7k | 136.06 |
| 2019-03-31 | $256k | 1.9k | 135.74 |
| 2018-12-31 | $240k | 1.9k | 127.25 |
| 2018-09-30 | $725k | 4.8k | 152.54 |
| 2018-06-30 | $613k | 4.5k | 135.68 |
| 2018-03-31 | $653k | 4.4k | 147.34 |
| 2017-12-31 | $677k | 4.3k | 157.55 |
| 2017-09-30 | $529k | 4.2k | 124.62 |
| 2016-12-31 | $786k | 8.5k | 92.71 |
| 2016-09-30 | $681k | 7.7k | 88.82 |
| 2016-06-30 | $581k | 7.7k | 75.75 |
| 2016-03-31 | $282k | 3.7k | 76.61 |
| 2015-12-31 | $222k | 3.3k | 67.85 |
| 2015-09-30 | $268k | 4.1k | 65.25 |
| 2015-06-30 | $550k | 6.5k | 84.85 |
| 2015-03-31 | $2.2M | 25k | 86.86 |
| 2014-12-31 | $2.0M | 21k | 91.52 |
| 2014-09-30 | $2.9M | 29k | 99.03 |
| 2014-06-30 | $1.5M | 14k | 108.64 |
| 2014-03-31 | $2.6M | 26k | 99.38 |
| 2013-12-31 | $2.2M | 25k | 90.79 |
| 2013-09-30 | $1.7M | 20k | 83.42 |
| 2013-06-30 | $1.6M | 20k | 82.48 |
| 2013-03-31 | $1.5M | 17k | 86.96 |
| 2012-12-31 | $1.4M | 16k | 89.60 |