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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

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Univest National Bank and Trust consolidated in one spreadsheet with up to 7 years of data

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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
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