Caterpillar shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in Caterpillar
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Quarterly reported holdings in Caterpillar by USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $185k | 387 | 477.15 |
| 2025-06-30 | $179k | 460 | 388.21 |
| 2025-03-31 | $175k | 530 | 329.80 |
| 2024-12-31 | $280k | 771 | 362.76 |
| 2024-09-30 | $337k | 862 | 391.12 |
| 2024-06-30 | $288k | 864 | 333.10 |
| 2024-03-31 | $361k | 986 | 366.43 |
| 2023-12-31 | $381k | 1.3k | 295.67 |
| 2023-09-30 | $769k | 2.8k | 273.00 |
| 2023-06-30 | $693k | 2.8k | 246.05 |
| 2023-03-31 | $760k | 3.3k | 228.84 |
| 2022-09-30 | $2.0k | 10 | 200.00 |
| 2022-06-30 | $2.0k | 10 | 200.00 |
| 2022-03-31 | $999 | 3 | 333.33 |
| 2021-12-31 | $999 | 3 | 333.33 |
| 2021-09-30 | $11k | 59 | 186.44 |
| 2021-06-30 | $1.9M | 8.8k | 217.60 |
| 2021-03-31 | $2.7M | 12k | 231.84 |
| 2020-12-31 | $3.1M | 17k | 182.05 |
| 2018-12-31 | $590k | 3.9k | 152.42 |
| 2018-09-30 | $405k | 3.0k | 135.77 |
| 2017-12-31 | $6.6M | 42k | 157.58 |
| 2017-09-30 | $5.6M | 45k | 124.70 |
| 2017-06-30 | $3.5M | 33k | 107.45 |
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View all positions for USA Financial Portformulas