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Caterpillar shares owned by Aspen Investment Management

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

Historical chart of Aspen Investment Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Aspen Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 3.2k 366.48
2023-12-31 $1.0M 3.5k 295.57
2023-09-30 $946k 3.5k 272.86
2023-06-30 $865k 3.5k 245.95
2023-03-31 $805k 3.5k 228.89
2022-12-31 $881k 3.7k 239.60
2022-09-30 $644k 3.9k 163.99
2022-06-30 $702k 3.9k 178.76
2022-03-31 $875k 3.9k 222.76
2021-12-31 $818k 4.0k 206.67
2021-09-30 $761k 4.0k 192.07
2021-06-30 $1.2M 5.3k 217.59
2021-03-31 $1.2M 5.3k 231.82
2020-12-31 $843k 4.6k 182.03
2020-09-30 $598k 4.0k 149.16
2020-06-30 $507k 4.0k 126.47
2020-03-31 $472k 4.1k 115.97
2019-12-31 $662k 4.5k 147.60
2019-09-30 $567k 4.5k 126.42
2019-06-30 $644k 4.7k 136.33
2019-03-31 $647k 4.8k 135.53
2018-12-31 $607k 4.8k 127.15
2018-09-30 $728k 4.8k 152.49
2018-06-30 $641k 4.7k 135.69
2018-03-31 $696k 4.7k 147.33
2017-12-31 $744k 4.7k 157.49
2017-09-30 $589k 4.7k 124.68
2017-06-30 $508k 4.7k 107.54
2017-03-31 $438k 4.7k 92.72
2016-12-31 $438k 4.7k 92.72
2016-09-30 $419k 4.7k 88.70
2016-06-30 $364k 4.8k 75.85
2016-03-31 $377k 4.9k 76.56
2015-12-31 $253k 3.7k 67.94
2015-09-30 $243k 3.7k 65.25
2015-06-30 $315k 3.7k 84.81
2015-03-31 $297k 3.7k 79.97
2014-12-31 $340k 3.7k 91.55
2014-09-30 $398k 4.0k 99.15
2014-06-30 $938k 8.6k 108.67
2014-03-31 $843k 8.5k 99.39
2013-12-31 $776k 8.5k 90.86
2013-09-30 $762k 9.1k 83.36
2013-06-30 $756k 9.2k 82.52
2012-03-31 $1.2M 11k 106.54
2011-12-31 $953k 11k 90.60