Joseph P. Lucia & Associates »

Caterpillar shares owned by Joseph P. Lucia & Associates

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Joseph P. Lucia & Associates from 13F filings

Historical chart of Joseph P. Lucia & Associates investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Joseph P. Lucia & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $238k 650 366.43
2022-06-30 $107k 599 178.63
2022-03-31 $133k 599 222.04
2021-09-30 $81k 419 193.32
2021-06-30 $91k 419 217.18
2021-03-31 $97k 419 231.50
2020-12-31 $76k 419 181.38
2020-06-30 $34k 269 126.39
2020-03-31 $48k 415 115.66
2019-12-31 $61k 414 147.34
2019-09-30 $18k 139 129.50
2019-06-30 $30k 219 136.99
2019-03-31 $212k 30k 7.15