Caterpillar shares owned by Morningstar Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Morningstar Investment Management
from 13F filings
Historical chart of Morningstar Investment Management investment in Caterpillar
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All positions including Caterpillar held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Morningstar Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $778k | 2.1k | 366.29 |
2023-09-30 | $575k | 2.1k | 272.90 |
2023-06-30 | $518k | 2.1k | 245.85 |
More positions owned by Morningstar Investment Management
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