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Caterpillar shares owned by Donaldson Capital Management

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

Historical chart of Donaldson Capital Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 10k 366.43
2023-12-31 $3.1M 10k 295.67
2023-09-30 $2.9M 11k 273.01
2023-06-30 $2.7M 11k 246.04
2023-03-31 $2.6M 11k 228.85
2022-12-31 $2.7M 11k 239.56
2022-09-30 $1.9M 11k 164.12
2022-06-30 $1.8M 9.9k 178.72
2022-03-31 $2.2M 10k 222.83
2021-12-31 $1.9M 9.3k 206.73
2021-09-30 $1.8M 9.3k 192.01
2021-06-30 $2.2M 10k 217.63
2021-03-31 $2.4M 10k 231.90
2020-12-31 $1.8M 10k 182.06
2020-09-30 $2.5M 17k 149.15
2020-06-30 $2.1M 17k 126.52
2020-03-31 $1.9M 17k 116.05
2019-12-31 $2.5M 17k 147.68
2019-09-30 $2.1M 17k 126.30
2019-06-30 $2.2M 16k 136.31
2019-03-31 $2.2M 16k 135.51
2018-12-31 $2.1M 16k 127.09
2018-09-30 $2.5M 16k 152.46
2018-06-30 $2.2M 16k 135.66
2018-03-31 $2.4M 17k 147.41
2017-12-31 $2.6M 17k 157.60
2017-09-30 $2.1M 17k 124.68
2017-06-30 $1.8M 16k 107.47
2017-03-31 $1.5M 17k 92.78
2016-12-31 $1.5M 17k 92.71
2016-09-30 $1.7M 20k 88.75
2012-12-31 $252k 2.8k 89.78
2012-09-30 $211k 2.5k 86.05
2012-06-30 $1.4M 16k 84.93
2012-03-31 $10M 95k 106.52
2011-12-31 $8.0M 89k 90.59
2011-09-30 $6.2M 84k 73.84
2011-06-30 $5.8M 55k 106.47
2011-03-31 $6.1M 55k 111.35
2010-12-31 $5.0M 54k 93.66
2010-09-30 $4.4M 56k 78.67
2010-06-30 $5.4M 89k 60.07
2010-03-31 $5.5M 88k 62.85