Caterpillar shares owned by XR Securities
Historical chart of XR Securities investment in Caterpillar
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All positions including Caterpillar held by XR Securities consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by XR Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 3.1k | 391.12 |
| 2024-06-30 | $3.2M | 9.5k | 333.10 |
| 2024-03-31 | $6.6M | 18k | 366.43 |
| 2023-12-31 | $6.6M | 22k | 295.67 |
| 2023-09-30 | $4.6M | 17k | 273.00 |
| 2023-06-30 | $5.0M | 20k | 246.05 |
| 2023-03-31 | $9.5M | 42k | 228.84 |
| 2022-12-31 | $951k | 4.0k | 239.55 |
| 2022-09-30 | $2.1M | 13k | 164.05 |
| 2021-12-31 | $130k | 13k | 10.32 |
| 2021-09-30 | $304k | 1.6k | 191.92 |
| 2021-03-31 | $756k | 22k | 35.16 |
| 2020-12-31 | $13k | 12k | 1.06 |
| 2019-12-31 | $55k | 25k | 2.22 |
| 2019-09-30 | $75k | 10k | 7.21 |
| 2018-12-31 | $5.4M | 43k | 127.00 |
| 2018-09-30 | $4.6M | 30k | 152.41 |
| 2018-06-30 | $3.1M | 23k | 135.62 |