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Caterpillar shares owned by UBS Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by UBS Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $780M 2.1M 366.43
2023-12-31 $583M 2.0M 295.67
2023-09-30 $486M 1.8M 273.00
2023-06-30 $440M 1.8M 246.05
2023-03-31 $418M 1.8M 228.84
2022-12-31 $545M 2.3M 239.56
2022-09-30 $225M 1.8M 125.00
2022-06-30 $422M 2.4M 178.76
2022-03-31 $352M 1.6M 225.00
2021-12-31 $432M 2.1M 206.74
2021-09-30 $364M 1.9M 191.97
2021-06-30 $362M 1.7M 217.62
2021-03-31 $489M 2.1M 231.87
2020-12-31 $563M 3.1M 182.01
2020-09-30 $339M 2.3M 149.27
2020-06-30 $187M 1.5M 126.59
2020-03-31 $216M 1.9M 116.04
2019-12-31 $173M 1.2M 147.66
2019-09-30 $186M 1.5M 126.32
2019-06-30 $193M 1.4M 136.29
2019-03-31 $218M 1.6M 135.50
2018-12-31 $238M 1.9M 125.00
2018-09-30 $313M 2.1M 152.50
2018-06-30 $244M 1.8M 135.66
2018-03-31 $301M 2.1M 146.62
2017-12-31 $263M 1.7M 158.33
2017-09-30 $185M 1.5M 124.71
2017-06-30 $233M 2.2M 107.46
2017-03-31 $151M 1.6M 92.76
2016-12-31 $130M 1.4M 92.74
2016-09-30 $120M 1.3M 88.77
2016-06-30 $100M 1.3M 75.80
2016-03-31 $88M 1.2M 75.00
2015-12-31 $118M 1.7M 67.96
2015-09-30 $79M 1.2M 65.35
2015-03-31 $137M 1.7M 80.03