Caterpillar shares owned by Univest National Bank and Trust
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Univest National Bank and Trust
from 13F filings
Historical chart of Univest National Bank and Trust investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Univest National Bank and Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 4.5k | 391.14 |
| 2024-06-30 | $335k | 1.0k | 333.10 |
| 2024-03-31 | $369k | 1.0k | 366.43 |
| 2023-12-31 | $304k | 1.0k | 295.67 |
| 2023-09-30 | $281k | 1.0k | 273.00 |
| 2023-06-30 | $305k | 1.2k | 246.05 |
| 2023-03-31 | $284k | 1.2k | 228.84 |
| 2022-12-31 | $248k | 1.0k | 239.56 |
| 2019-12-31 | $424k | 4.6k | 92.74 |
| 2019-09-30 | $345k | 2.7k | 126.47 |
| 2019-06-30 | $471k | 3.5k | 136.36 |
| 2019-03-31 | $476k | 3.5k | 135.42 |
| 2018-12-31 | $404k | 3.2k | 127.12 |
| 2018-09-30 | $495k | 3.2k | 152.35 |
| 2018-06-30 | $459k | 3.4k | 135.64 |
| 2018-03-31 | $587k | 4.0k | 147.45 |
| 2017-12-31 | $722k | 4.6k | 157.61 |
| 2017-09-30 | $575k | 4.6k | 124.73 |
| 2017-06-30 | $498k | 4.6k | 107.47 |
| 2017-03-31 | $440k | 4.7k | 92.75 |
| 2016-12-31 | $424k | 4.6k | 92.74 |
| 2016-09-30 | $448k | 5.0k | 88.73 |
| 2016-06-30 | $384k | 5.1k | 75.83 |
| 2016-03-31 | $390k | 5.1k | 76.49 |
| 2015-12-31 | $2.3M | 33k | 67.97 |
| 2015-09-30 | $2.4M | 36k | 65.35 |
| 2015-06-30 | $3.0M | 36k | 84.81 |
| 2015-03-31 | $2.8M | 35k | 80.04 |
| 2014-12-31 | $3.0M | 33k | 91.54 |
| 2014-09-30 | $3.1M | 31k | 99.04 |
| 2014-06-30 | $3.4M | 32k | 108.68 |
| 2014-03-31 | $3.1M | 31k | 99.36 |
| 2013-12-31 | $2.8M | 31k | 90.80 |
| 2013-09-30 | $2.4M | 28k | 83.41 |
| 2013-06-30 | $2.3M | 28k | 82.49 |
| 2013-03-31 | $2.5M | 28k | 86.98 |
| 2012-12-31 | $2.5M | 28k | 89.62 |
| 2012-09-30 | $2.6M | 30k | 86.05 |
| 2012-06-30 | $2.5M | 29k | 84.91 |
| 2012-03-31 | $2.9M | 27k | 106.52 |
| 2011-12-31 | $2.3M | 25k | 90.61 |
| 2011-09-30 | $1.8M | 25k | 73.84 |
| 2011-06-30 | $2.4M | 23k | 106.45 |
| 2011-03-31 | $2.6M | 23k | 111.34 |
More positions owned by Univest National Bank and Trust
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