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Caterpillar shares owned by Zacks Investment Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Zacks Investment Management from 13F filings

Historical chart of Zacks Investment Management investment in Caterpillar

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All positions including Caterpillar held by Zacks Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Zacks Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $148M 501k 295.67
2023-09-30 $143M 523k 273.00
2023-06-30 $118M 480k 246.05
2023-03-31 $117M 510k 228.84
2022-12-31 $118M 494k 239.56
2022-09-30 $75M 456k 164.08
2022-06-30 $80M 449k 178.76
2022-03-31 $94M 422k 222.82
2021-12-31 $83M 399k 206.74
2021-09-30 $76M 393k 191.97
2021-06-30 $83M 382k 217.63
2021-03-31 $85M 364k 231.87
2020-12-31 $73M 398k 182.02
2020-09-30 $61M 408k 149.15
2020-06-30 $50M 393k 126.50
2020-03-31 $47M 406k 116.04
2019-12-31 $60M 407k 147.68
2019-09-30 $51M 403k 126.31
2019-06-30 $12M 87k 136.29
2019-03-31 $12M 87k 135.49
2018-12-31 $11M 85k 127.07
2018-09-30 $13M 88k 152.48
2018-06-30 $12M 88k 135.67
2018-03-31 $12M 78k 147.38
2017-12-31 $12M 78k 157.59
2017-09-30 $9.5M 76k 124.71
2017-06-30 $8.3M 77k 107.46
2015-06-30 $607k 7.2k 84.86
2015-03-31 $537k 6.7k 80.04
2014-06-30 $677k 6.2k 108.72
2013-03-31 $1.1M 13k 86.97
2012-12-31 $1.1M 13k 89.67
2011-09-30 $493k 6.7k 73.90
2011-06-30 $5.9M 56k 106.47
2011-03-31 $6.2M 56k 111.35
2010-12-31 $5.3M 56k 93.66