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Caterpillar shares owned by Trillium Asset Management Corporation

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Trillium Asset Management Corporation from 13F filings

Historical chart of Trillium Asset Management Corporation investment in Caterpillar

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All positions including Caterpillar held by Trillium Asset Management Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Trillium Asset Management Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $892k 2.4k 366.47
2023-12-31 $720k 2.4k 295.81
2023-09-30 $664k 2.4k 272.80
2023-06-30 $599k 2.4k 246.10
2023-03-31 $538k 2.5k 218.70
2022-12-31 $589k 2.5k 239.43
2022-09-30 $404k 2.5k 164.23
2022-06-30 $440k 2.5k 178.86
2022-03-31 $548k 2.5k 222.76
2021-12-31 $515k 2.5k 206.91
2021-09-30 $472k 2.5k 191.87
2021-06-30 $536k 2.5k 217.80
2021-03-31 $572k 2.5k 231.86
2020-12-31 $449k 2.5k 182.00
2020-09-30 $368k 2.5k 149.17
2020-06-30 $309k 2.4k 126.59
2020-03-31 $283k 2.4k 115.94
2019-12-31 $361k 2.4k 147.89
2019-09-30 $475k 3.8k 126.04
2019-06-30 $332k 2.4k 136.34
2019-03-31 $330k 2.4k 135.52
2018-12-31 $309k 2.4k 126.90
2018-09-30 $371k 2.4k 152.36
2018-06-30 $330k 2.4k 135.52
2018-03-31 $359k 2.4k 147.43
2017-12-31 $384k 2.4k 157.70
2017-09-30 $304k 2.4k 124.85
2017-06-30 $262k 2.4k 107.60
2017-03-31 $226k 2.4k 92.81
2016-12-31 $226k 2.4k 92.81
2016-09-30 $216k 2.4k 88.71
2016-03-31 $209k 2.7k 76.70
2015-06-30 $206k 2.4k 84.63
2014-12-31 $223k 2.4k 91.62
2014-09-30 $241k 2.4k 99.01
2014-06-30 $265k 2.4k 108.87
2014-03-31 $263k 2.6k 99.47
2013-12-31 $248k 2.7k 90.71
2013-09-30 $211k 2.5k 83.60
2013-06-30 $208k 2.5k 82.41
2013-03-31 $220k 2.5k 87.16
2012-12-31 $253k 2.8k 89.59
2012-06-30 $8.0k 90 88.89
2012-03-31 $10k 90 111.11
2011-12-31 $8.0k 90 88.89
2011-09-30 $11k 150 73.33
2011-06-30 $16k 150 106.67
2011-03-31 $17k 150 113.33
2010-12-31 $14k 150 93.33