Caterpillar shares owned by Burney Co/
Historical chart of Burney Co/ investment in Caterpillar
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All positions including Caterpillar held by Burney Co/ consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Burney Co/
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.3M | 17k | 366.43 |
| 2023-12-31 | $5.5M | 19k | 295.67 |
| 2023-09-30 | $5.2M | 19k | 273.00 |
| 2023-06-30 | $4.7M | 19k | 246.05 |
| 2023-03-31 | $4.6M | 20k | 228.84 |
| 2022-12-31 | $4.7M | 20k | 239.56 |
| 2022-09-30 | $4.6M | 28k | 164.10 |
| 2022-06-30 | $3.0M | 17k | 178.79 |
| 2022-03-31 | $4.0M | 18k | 222.80 |
| 2021-12-31 | $3.7M | 18k | 206.73 |
| 2021-09-30 | $3.5M | 18k | 191.98 |
| 2021-06-30 | $4.3M | 20k | 217.64 |
| 2021-03-31 | $8.3M | 36k | 231.86 |
| 2020-12-31 | $6.4M | 35k | 182.02 |
| 2020-09-30 | $5.6M | 37k | 150.00 |
| 2020-06-30 | $4.8M | 38k | 126.49 |
| 2020-03-31 | $4.2M | 36k | 116.04 |
| 2019-12-31 | $5.2M | 35k | 147.68 |
| 2019-09-30 | $4.1M | 32k | 126.30 |
| 2019-06-30 | $3.4M | 25k | 136.28 |
| 2019-03-31 | $1.8M | 13k | 135.50 |
| 2018-12-31 | $1.7M | 14k | 127.10 |
| 2018-09-30 | $2.1M | 14k | 152.50 |
| 2018-06-30 | $2.0M | 15k | 135.66 |
| 2018-03-31 | $2.1M | 15k | 147.38 |
| 2017-12-31 | $2.9M | 18k | 157.60 |
| 2017-09-30 | $2.4M | 23k | 105.64 |
| 2017-06-30 | $2.4M | 23k | 105.64 |
| 2017-03-31 | $3.0M | 32k | 92.75 |
| 2016-12-31 | $3.1M | 34k | 92.75 |
| 2016-09-30 | $3.4M | 39k | 86.60 |
| 2016-06-30 | $3.0M | 39k | 75.82 |
| 2016-03-31 | $2.6M | 35k | 76.53 |
| 2015-12-31 | $2.5M | 37k | 68.59 |
| 2015-09-30 | $2.9M | 44k | 65.36 |
| 2015-06-30 | $3.7M | 44k | 84.83 |
| 2015-03-31 | $3.7M | 46k | 80.04 |
| 2014-12-31 | $2.3M | 25k | 91.52 |
| 2014-09-30 | $2.4M | 24k | 99.02 |
| 2014-06-30 | $2.6M | 24k | 108.68 |
| 2014-03-31 | $1.1M | 12k | 87.17 |
| 2013-12-31 | $2.1M | 23k | 90.80 |
| 2013-09-30 | $2.0M | 24k | 83.38 |
| 2013-06-30 | $2.2M | 27k | 82.49 |