Caterpillar shares owned by Valley Brook Capital Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Valley Brook Capital Group
from 13F filings
Historical chart of Valley Brook Capital Group investment in Caterpillar
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All positions including Caterpillar held by Valley Brook Capital Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Valley Brook Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 7.6k | 477.13 |
| 2025-06-30 | $2.9M | 7.6k | 388.19 |
| 2025-03-31 | $2.6M | 7.8k | 329.78 |
| 2024-12-31 | $2.9M | 7.9k | 362.78 |
| 2024-09-30 | $3.1M | 7.9k | 391.13 |
| 2024-06-30 | $2.5M | 7.6k | 333.11 |
| 2024-03-31 | $2.8M | 7.6k | 366.44 |
| 2023-12-31 | $2.1M | 7.2k | 295.68 |
| 2023-09-30 | $2.0M | 7.3k | 273.00 |
| 2023-06-30 | $1.7M | 7.1k | 246.05 |
| 2023-03-31 | $1.6M | 7.1k | 228.84 |
| 2022-12-31 | $1.7M | 6.9k | 239.56 |
| 2022-09-30 | $1.1M | 6.9k | 164.07 |
| 2022-06-30 | $1.2M | 6.9k | 178.76 |
| 2022-03-31 | $1.6M | 7.1k | 222.74 |
| 2021-12-31 | $1.3M | 6.5k | 206.65 |
| 2021-09-30 | $1.2M | 6.4k | 191.86 |
| 2021-06-30 | $1.4M | 6.4k | 217.55 |
| 2021-03-31 | $1.5M | 6.3k | 231.75 |
| 2020-12-31 | $1.1M | 6.2k | 181.86 |
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