Caterpillar shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Morningstar Investment Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $366k | 1.3k | 275.81 |
| 2021-12-31 | $222k | 1.1k | 206.32 |
| 2021-09-30 | $248k | 1.3k | 197.61 |
| 2021-06-30 | $321k | 1.5k | 215.15 |
| 2021-03-31 | $538k | 2.3k | 232.80 |
| 2020-12-31 | $24M | 129k | 182.02 |
| 2020-09-30 | $20M | 137k | 147.43 |
| 2020-06-30 | $18M | 144k | 125.25 |
| 2020-03-31 | $17M | 148k | 111.70 |
| 2019-06-30 | $7.3M | 54k | 136.30 |
| 2014-09-30 | $229k | 2.3k | 98.96 |
| 2014-06-30 | $291k | 2.7k | 108.74 |
| 2014-03-31 | $505k | 5.1k | 99.29 |
| 2013-12-31 | $391k | 4.3k | 90.82 |
| 2013-06-30 | $1.1M | 14k | 82.48 |
| 2013-03-31 | $928k | 11k | 84.86 |
| 2012-09-30 | $730k | 8.5k | 85.44 |
| 2010-12-31 | $279k | 3.0k | 93.69 |
More positions owned by Morningstar Investment Services
View all positions for Morningstar Investment Services