Caterpillar shares owned by Gradient Investments
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $415k | 1.1k | 366.47 |
| 2023-12-31 | $1.2M | 4.2k | 295.64 |
| 2023-09-30 | $1.1M | 4.1k | 272.99 |
| 2023-06-30 | $1.0M | 4.2k | 246.07 |
| 2023-03-31 | $881k | 3.9k | 228.81 |
| 2022-12-31 | $910k | 3.8k | 239.55 |
| 2022-09-30 | $641k | 3.9k | 164.02 |
| 2022-06-30 | $708k | 4.0k | 178.74 |
| 2022-03-31 | $877k | 3.9k | 222.82 |
| 2021-12-31 | $779k | 3.8k | 206.80 |
| 2021-09-30 | $720k | 3.8k | 191.90 |
| 2021-06-30 | $810k | 3.7k | 217.74 |
| 2021-03-31 | $862k | 3.7k | 231.78 |
| 2020-12-31 | $411k | 2.8k | 149.08 |
| 2020-09-30 | $411k | 2.8k | 149.08 |
| 2020-06-30 | $220k | 1.7k | 126.51 |
| 2020-03-31 | $196k | 1.7k | 115.98 |
| 2019-12-31 | $228k | 1.5k | 147.57 |
| 2019-09-30 | $105k | 830 | 126.51 |
| 2019-06-30 | $112k | 821 | 136.42 |
| 2019-03-31 | $111k | 820 | 135.37 |
| 2018-12-31 | $118k | 928 | 127.16 |
| 2018-09-30 | $438k | 2.9k | 152.45 |
| 2018-06-30 | $111k | 819 | 135.53 |
| 2018-03-31 | $122k | 825 | 147.88 |
| 2017-12-31 | $113k | 714 | 158.26 |
| 2017-06-30 | $74k | 685 | 108.03 |
| 2017-03-31 | $74k | 793 | 93.32 |
| 2016-12-31 | $101k | 1.1k | 92.41 |
| 2016-09-30 | $75k | 846 | 88.65 |
| 2016-06-30 | $53k | 693 | 76.48 |
| 2016-03-31 | $54k | 701 | 77.03 |
| 2015-12-31 | $40k | 585 | 68.38 |
| 2015-09-30 | $38k | 585 | 64.96 |
| 2015-06-30 | $50k | 585 | 85.47 |
| 2015-03-31 | $66k | 820 | 80.49 |
| 2014-12-31 | $54k | 585 | 92.31 |
| 2014-09-30 | $58k | 585 | 99.15 |
| 2014-06-30 | $64k | 585 | 109.40 |
| 2014-03-31 | $68k | 680 | 100.00 |
| 2013-12-31 | $72k | 793 | 90.79 |
| 2013-09-30 | $69k | 830 | 83.13 |
| 2013-06-30 | $113k | 1.4k | 82.84 |