Caterpillar shares owned by Welch & Forbes
Historical chart of Welch & Forbes investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Welch & Forbes consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 19k | 477.15 |
| 2025-06-30 | $7.7M | 20k | 388.21 |
| 2025-03-31 | $6.8M | 21k | 329.80 |
| 2024-12-31 | $7.8M | 22k | 362.76 |
| 2024-09-30 | $8.9M | 23k | 391.12 |
| 2024-06-30 | $7.7M | 24k | 326.90 |
| 2024-03-31 | $8.7M | 24k | 366.43 |
| 2023-12-31 | $7.3M | 25k | 295.67 |
| 2023-09-30 | $6.9M | 25k | 273.00 |
| 2023-06-30 | $6.6M | 27k | 246.05 |
| 2023-03-31 | $6.2M | 27k | 228.84 |
| 2022-12-31 | $6.7M | 28k | 239.56 |
| 2022-09-30 | $4.6M | 28k | 164.07 |
| 2022-06-30 | $4.9M | 28k | 178.74 |
| 2022-03-31 | $6.6M | 30k | 222.83 |
| 2021-12-31 | $6.2M | 30k | 206.75 |
| 2021-09-30 | $5.8M | 30k | 191.97 |
| 2021-06-30 | $6.5M | 30k | 217.60 |
| 2021-03-31 | $6.9M | 30k | 231.87 |
| 2020-12-31 | $5.4M | 30k | 182.04 |
| 2020-09-30 | $4.3M | 29k | 149.14 |
| 2020-06-30 | $3.7M | 30k | 126.50 |
| 2020-03-31 | $3.7M | 32k | 116.03 |
| 2019-12-31 | $4.8M | 33k | 147.66 |
| 2019-09-30 | $4.2M | 33k | 126.33 |
| 2019-06-30 | $5.2M | 38k | 136.29 |
| 2019-03-31 | $5.3M | 39k | 135.49 |
| 2018-12-31 | $5.0M | 40k | 127.09 |
| 2018-09-30 | $6.2M | 41k | 152.51 |
| 2018-06-30 | $5.6M | 41k | 135.65 |
| 2018-03-31 | $6.2M | 42k | 147.38 |
| 2017-12-31 | $8.1M | 51k | 157.59 |
| 2017-09-30 | $6.7M | 54k | 124.71 |
| 2017-06-30 | $5.9M | 55k | 107.45 |
| 2017-03-31 | $5.1M | 55k | 92.77 |
| 2016-12-31 | $6.5M | 70k | 92.73 |
| 2016-09-30 | $6.3M | 71k | 88.76 |
| 2016-06-30 | $5.4M | 72k | 75.81 |
| 2016-03-31 | $5.7M | 75k | 76.54 |
| 2015-12-31 | $5.1M | 76k | 67.96 |
| 2015-09-30 | $5.2M | 80k | 65.36 |
| 2015-06-30 | $6.8M | 80k | 84.82 |
| 2015-03-31 | $6.6M | 83k | 80.03 |
| 2014-12-31 | $9.6M | 105k | 91.53 |
| 2014-09-30 | $11M | 108k | 99.02 |
| 2014-06-30 | $12M | 108k | 108.68 |
| 2014-03-31 | $11M | 110k | 99.38 |
| 2013-12-31 | $9.9M | 109k | 90.81 |
| 2013-09-30 | $9.2M | 110k | 83.40 |
| 2013-06-30 | $9.1M | 111k | 82.49 |
| 2013-03-31 | $9.6M | 110k | 86.97 |
| 2012-12-31 | $10M | 115k | 89.60 |
| 2012-09-30 | $10M | 118k | 86.04 |
| 2012-06-30 | $10M | 118k | 84.91 |
| 2012-03-31 | $10M | 96k | 106.52 |
| 2011-12-31 | $8.7M | 96k | 90.61 |
| 2011-09-30 | $6.9M | 94k | 73.84 |
| 2011-06-30 | $9.7M | 91k | 106.45 |
| 2011-03-31 | $10M | 92k | 111.35 |