Caterpillar shares owned by Wright Investors' Service
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wright Investors' Service
from 13F filings
Historical chart of Wright Investors' Service investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wright Investors' Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 12k | 477.15 |
| 2025-06-30 | $5.4M | 14k | 388.21 |
| 2025-03-31 | $5.3M | 16k | 329.80 |
| 2024-12-31 | $6.4M | 18k | 362.76 |
| 2024-09-30 | $5.5M | 14k | 391.12 |
| 2024-06-30 | $4.7M | 14k | 333.10 |
| 2024-03-31 | $5.1M | 14k | 366.43 |
| 2023-12-31 | $4.2M | 14k | 295.67 |
| 2023-09-30 | $3.2M | 12k | 273.00 |
| 2023-06-30 | $2.9M | 12k | 246.05 |
| 2023-03-31 | $1.1M | 4.8k | 228.84 |
| 2022-12-31 | $1.1M | 4.5k | 239.56 |
| 2022-09-30 | $792k | 4.8k | 164.18 |
| 2022-06-30 | $2.7M | 15k | 178.72 |
| 2022-03-31 | $2.8M | 13k | 222.84 |
| 2021-12-31 | $2.6M | 13k | 206.70 |
| 2020-06-30 | $274k | 2.2k | 126.56 |
| 2020-03-31 | $601k | 5.2k | 116.06 |
| 2019-12-31 | $579k | 3.9k | 147.55 |
| 2019-09-30 | $501k | 4.0k | 126.23 |
| 2019-06-30 | $1.3M | 9.7k | 136.30 |
| 2019-03-31 | $1.6M | 12k | 135.45 |
| 2018-12-31 | $2.8M | 22k | 127.09 |
| 2018-09-30 | $3.2M | 21k | 152.52 |
| 2018-06-30 | $2.7M | 20k | 135.64 |
| 2018-03-31 | $3.0M | 20k | 146.34 |
| 2017-12-31 | $1.2M | 7.8k | 157.56 |
| 2017-09-30 | $257k | 2.1k | 124.94 |
| 2014-12-31 | $327k | 3.6k | 91.49 |
| 2014-09-30 | $444k | 4.5k | 99.09 |