Caterpillar shares owned by Willis Investment Counsel
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Willis Investment Counsel
from 13F filings
Historical chart of Willis Investment Counsel investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Willis Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $27M | 72k | 366.43 |
| 2023-12-31 | $28M | 94k | 295.67 |
| 2023-09-30 | $21M | 78k | 273.00 |
| 2023-06-30 | $29M | 119k | 246.05 |
| 2023-03-31 | $32M | 138k | 228.84 |
| 2022-12-31 | $33M | 137k | 239.56 |
| 2022-09-30 | $22M | 136k | 164.08 |
| 2022-06-30 | $26M | 145k | 178.76 |
| 2022-03-31 | $33M | 146k | 222.82 |
| 2021-12-31 | $30M | 146k | 206.74 |
| 2021-09-30 | $27M | 140k | 191.97 |
| 2021-06-30 | $22M | 100k | 217.63 |
| 2021-03-31 | $21M | 90k | 231.87 |
| 2020-12-31 | $21M | 115k | 182.02 |
| 2020-09-30 | $30M | 200k | 149.15 |
| 2020-06-30 | $25M | 200k | 126.50 |
| 2020-03-31 | $23M | 198k | 116.04 |
| 2019-12-31 | $25M | 171k | 147.68 |
| 2019-09-30 | $22M | 174k | 126.31 |
| 2019-06-30 | $22M | 158k | 136.29 |
| 2019-03-31 | $19M | 139k | 135.49 |
| 2018-12-31 | $17M | 131k | 127.07 |
| 2018-09-30 | $18M | 115k | 152.49 |
| 2018-06-30 | $14M | 101k | 135.67 |
| 2018-03-31 | $15M | 101k | 147.38 |
| 2017-12-31 | $21M | 130k | 157.58 |
| 2017-09-30 | $18M | 143k | 124.71 |
| 2017-06-30 | $15M | 141k | 107.46 |
| 2017-03-31 | $22M | 242k | 92.76 |
| 2016-12-31 | $22M | 240k | 92.74 |
| 2016-09-30 | $20M | 224k | 88.77 |
| 2016-06-30 | $16M | 212k | 75.81 |
| 2016-03-31 | $16M | 210k | 76.54 |
| 2015-12-31 | $14M | 206k | 67.96 |
| 2015-09-30 | $12M | 184k | 65.36 |
| 2015-06-30 | $15M | 176k | 84.82 |
| 2015-03-31 | $14M | 177k | 80.03 |
| 2014-12-31 | $14M | 158k | 91.53 |
| 2014-09-30 | $15M | 147k | 99.03 |
| 2014-06-30 | $14M | 125k | 108.67 |
| 2014-03-31 | $20M | 199k | 99.37 |
| 2013-12-31 | $18M | 203k | 90.81 |
| 2013-09-30 | $495k | 6.0k | 82.50 |
| 2013-06-30 | $495k | 6.0k | 82.50 |
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