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Caterpillar shares owned by Baker Ellis Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Baker Ellis Asset Management from 13F filings

Historical chart of Baker Ellis Asset Management investment in Caterpillar

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All positions including Caterpillar held by Baker Ellis Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Baker Ellis Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $523k 1.4k 366.43
2023-12-31 $237k 800 295.67
2023-09-30 $246k 900 273.00
2023-06-30 $221k 900 246.05
2023-03-31 $211k 923 228.84
2022-12-31 $216k 900 239.56
2020-06-30 $103k 815 126.38
2019-12-31 $120k 815 147.24
2019-09-30 $103k 815 126.38
2019-06-30 $125k 915 136.61
2019-03-31 $124k 915 135.52
2018-12-31 $116k 915 126.78
2018-09-30 $147k 965 152.33
2018-06-30 $131k 965 135.75
2018-03-31 $142k 965 147.15
2017-12-31 $152k 965 157.51
2017-09-30 $120k 965 124.35
2017-06-30 $104k 965 107.77
2014-06-30 $105k 965 108.81
2014-03-31 $295k 3.0k 99.49
2013-12-31 $269k 3.0k 90.73
2013-09-30 $247k 3.0k 83.31
2013-06-30 $249k 3.0k 82.59
2013-03-31 $0 3.0k 0.00
2012-12-31 $0 3.0k 0.00
2012-09-30 $0 3.2k 0.00
2012-06-30 $0 3.3k 0.00
2012-03-31 $0 3.3k 0.00
2011-12-31 $0 3.2k 0.00
2011-09-30 $0 3.2k 0.00
2011-06-30 $0 2.8k 0.00
2011-03-31 $0 2.9k 0.00