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Caterpillar shares owned by USA Financial Portformulas

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by USA Financial Portformulas from 13F filings

Historical chart of USA Financial Portformulas investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by USA Financial Portformulas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2024-03-31 $361k 986 366.43
2023-12-31 $381k 1.3k 295.67
2023-09-30 $769k 2.8k 273.00
2023-06-30 $693k 2.8k 246.05
2023-03-31 $760k 3.3k 228.84
2022-09-30 $2.0k 10 200.00
2022-06-30 $2.0k 10 200.00
2022-03-31 $999 3 333.33
2021-12-31 $999 3 333.33
2021-09-30 $11k 59 186.44
2021-06-30 $1.9M 8.8k 217.60
2021-03-31 $2.7M 12k 231.84
2020-12-31 $3.1M 17k 182.05
2018-12-31 $590k 3.9k 152.42
2018-09-30 $405k 3.0k 135.77
2017-12-31 $6.6M 42k 157.58
2017-09-30 $5.6M 45k 124.70
2017-06-30 $3.5M 33k 107.45