Caterpillar shares owned by Waldron
Historical chart of Waldron investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 3.6k | 477.15 |
| 2025-06-30 | $1.4M | 3.6k | 388.21 |
| 2025-03-31 | $1.2M | 3.6k | 329.80 |
| 2024-12-31 | $3.6M | 9.8k | 362.76 |
| 2024-09-30 | $1.9M | 4.8k | 391.12 |
| 2024-06-30 | $1.6M | 4.8k | 333.10 |
| 2024-03-31 | $1.7M | 4.7k | 366.43 |
| 2023-12-31 | $1.3M | 4.5k | 295.53 |
| 2023-09-30 | $1.2M | 4.6k | 272.85 |
| 2023-06-30 | $1.1M | 4.5k | 246.02 |
| 2023-03-31 | $2.2M | 9.6k | 228.81 |
| 2022-12-31 | $1.5M | 9.1k | 164.04 |
| 2022-09-30 | $1.5M | 9.1k | 164.04 |
| 2022-06-30 | $1.7M | 9.4k | 178.67 |
| 2022-03-31 | $2.0M | 9.1k | 222.71 |
| 2021-12-31 | $1.8M | 8.9k | 206.68 |
| 2021-09-30 | $756k | 3.9k | 191.83 |
| 2021-06-30 | $696k | 3.2k | 217.43 |
| 2021-03-31 | $725k | 3.1k | 231.63 |
| 2020-12-31 | $565k | 3.1k | 181.73 |
| 2020-09-30 | $463k | 3.1k | 148.92 |
| 2020-06-30 | $362k | 2.9k | 126.26 |
| 2020-03-31 | $308k | 2.7k | 115.75 |
| 2019-12-31 | $392k | 2.7k | 147.59 |
| 2019-09-30 | $335k | 2.7k | 126.13 |
| 2019-06-30 | $386k | 2.8k | 135.96 |
| 2019-03-31 | $441k | 3.3k | 135.28 |
| 2016-09-30 | $396k | 4.5k | 88.55 |
| 2016-06-30 | $360k | 5.5k | 65.26 |
| 2016-03-31 | $360k | 5.5k | 65.26 |
| 2015-12-31 | $363k | 5.4k | 67.81 |
| 2015-09-30 | $360k | 5.5k | 65.26 |