Caterpillar shares owned by Whitney & Company
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Whitney & Company
from 13F filings
Historical chart of Whitney & Company investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Whitney & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $422k | 396 | 1064.90 |
| 2024-09-30 | $269k | 687 | 391.12 |
| 2024-03-31 | $202k | 550 | 366.43 |
| 2018-09-30 | $51k | 385 | 132.47 |
| 2018-06-30 | $52k | 385 | 135.06 |
| 2018-03-31 | $42k | 285 | 147.37 |
| 2016-03-31 | $2.2M | 29k | 76.54 |
| 2015-12-31 | $2.1M | 30k | 67.95 |
| 2015-09-30 | $2.5M | 39k | 65.35 |
| 2015-06-30 | $3.3M | 39k | 84.83 |
| 2015-03-31 | $3.2M | 40k | 80.04 |
| 2014-12-31 | $3.6M | 39k | 91.54 |
| 2014-09-30 | $3.8M | 38k | 99.04 |
| 2014-06-30 | $4.1M | 38k | 108.68 |
| 2014-03-31 | $3.8M | 38k | 99.38 |
| 2013-12-31 | $3.4M | 38k | 90.80 |
| 2013-09-30 | $2.9M | 35k | 83.40 |
| 2013-06-30 | $2.9M | 35k | 82.48 |
| 2013-03-31 | $1.5M | 17k | 86.97 |