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Caterpillar shares owned by ZWJ Investment Counsel

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

Historical chart of ZWJ Investment Counsel investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by ZWJ Investment Counsel

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 4.0k 295.63
2023-09-30 $1.1M 4.0k 272.97
2023-06-30 $989k 4.0k 246.02
2023-03-31 $919k 4.0k 228.81
2022-12-31 $925k 3.9k 239.53
2022-09-30 $633k 3.9k 163.95
2022-06-30 $690k 3.9k 178.71
2022-03-31 $341k 1.5k 222.73
2021-12-31 $323k 1.6k 206.39
2021-09-30 $290k 1.5k 192.05
2021-06-30 $329k 1.5k 217.88
2021-03-31 $359k 1.5k 231.91
2020-12-31 $267k 1.5k 182.25
2019-12-31 $204k 1.4k 147.51
2017-12-31 $590k 3.7k 157.63
2017-09-30 $464k 3.7k 124.80
2017-06-30 $386k 3.6k 107.46
2017-03-31 $341k 3.7k 92.66
2016-06-30 $12M 162k 75.82
2016-03-31 $13M 163k 76.55
2015-12-31 $11M 160k 67.96
2015-09-30 $13M 204k 65.36
2015-06-30 $18M 210k 84.82
2015-03-31 $17M 207k 80.02
2014-12-31 $15M 162k 91.53
2014-09-30 $15M 154k 99.02
2014-06-30 $16M 150k 108.66
2014-03-31 $15M 148k 99.37
2013-12-31 $13M 145k 90.80
2013-09-30 $12M 144k 83.39
2013-06-30 $11M 129k 82.50