Caterpillar shares owned by Zhang Financial
Historical chart of Zhang Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.3M | 9.2k | 362.76 |
| 2024-09-30 | $3.3M | 8.4k | 391.13 |
| 2024-06-30 | $2.7M | 8.2k | 333.07 |
| 2024-03-31 | $2.9M | 8.0k | 366.44 |
| 2023-12-31 | $1.9M | 6.6k | 295.67 |
| 2023-09-30 | $1.7M | 6.1k | 273.06 |
| 2023-06-30 | $1.4M | 5.7k | 247.61 |
| 2023-03-31 | $1.1M | 4.9k | 228.87 |
| 2022-12-31 | $1.1M | 4.6k | 239.60 |
| 2022-09-30 | $532k | 3.2k | 164.00 |
| 2022-06-30 | $582k | 3.3k | 178.86 |
| 2022-03-31 | $590k | 2.7k | 222.64 |
| 2021-12-31 | $520k | 2.5k | 206.68 |
| 2021-09-30 | $442k | 2.3k | 192.01 |
| 2021-06-30 | $474k | 2.2k | 217.43 |
| 2021-03-31 | $571k | 2.5k | 232.02 |
| 2020-12-31 | $448k | 2.5k | 182.04 |
| 2020-09-30 | $324k | 2.2k | 149.31 |
| 2020-06-30 | $275k | 2.2k | 126.73 |
| 2020-03-31 | $275k | 2.4k | 116.03 |
| 2019-12-31 | $350k | 2.4k | 147.68 |
| 2019-09-30 | $299k | 2.4k | 126.16 |
| 2019-06-30 | $323k | 2.4k | 136.29 |
| 2019-03-31 | $358k | 2.6k | 135.61 |
| 2018-12-31 | $335k | 2.6k | 126.89 |
| 2018-09-30 | $333k | 2.2k | 152.19 |
| 2018-06-30 | $298k | 2.2k | 136.20 |
| 2018-03-31 | $315k | 2.2k | 143.97 |
| 2017-12-31 | $398k | 2.4k | 165.90 |
| 2017-09-30 | $304k | 2.4k | 126.72 |
| 2017-06-30 | $280k | 2.6k | 107.73 |
| 2017-03-31 | $398k | 2.4k | 165.90 |
| 2016-12-31 | $291k | 3.1k | 94.42 |
| 2016-09-30 | $469k | 5.3k | 88.81 |
| 2016-06-30 | $378k | 5.0k | 75.89 |
| 2016-03-31 | $381k | 5.0k | 76.49 |
| 2015-12-31 | $257k | 3.8k | 67.97 |
| 2015-09-30 | $288k | 4.4k | 65.34 |
| 2015-06-30 | $321k | 3.8k | 84.90 |
| 2015-03-31 | $303k | 3.8k | 80.14 |
| 2014-12-31 | $346k | 3.8k | 91.51 |
| 2014-09-30 | $1.3M | 14k | 99.00 |