Caterpillar shares owned by XML Financial
Historical chart of XML Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by XML Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 5.1k | 477.14 |
| 2025-06-30 | $1.8M | 4.5k | 388.24 |
| 2025-03-31 | $1.4M | 4.4k | 329.81 |
| 2024-12-31 | $1.6M | 4.3k | 362.72 |
| 2024-09-30 | $1.6M | 4.0k | 391.13 |
| 2024-06-30 | $1.6M | 4.7k | 333.12 |
| 2024-03-31 | $1.7M | 4.7k | 366.39 |
| 2023-09-30 | $1.9M | 6.8k | 273.00 |
| 2023-06-30 | $1.7M | 6.8k | 246.04 |
| 2023-03-31 | $1.5M | 6.4k | 228.85 |
| 2022-12-31 | $1.5M | 6.1k | 239.57 |
| 2022-09-30 | $718k | 4.4k | 164.15 |
| 2022-06-30 | $627k | 3.5k | 178.89 |
| 2022-03-31 | $724k | 3.2k | 222.84 |
| 2021-12-31 | $650k | 3.1k | 206.87 |
| 2021-09-30 | $559k | 2.9k | 191.96 |
| 2021-06-30 | $542k | 2.5k | 217.76 |
| 2021-03-31 | $570k | 2.5k | 231.56 |
| 2020-12-31 | $764k | 4.2k | 182.08 |
| 2020-09-30 | $424k | 2.8k | 149.24 |
| 2020-06-30 | $534k | 4.2k | 126.60 |
| 2020-03-31 | $524k | 4.5k | 116.16 |
| 2019-12-31 | $713k | 4.8k | 147.90 |