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Caterpillar shares owned by Annapolis Financial Services

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

Historical chart of Annapolis Financial Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Annapolis Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $27k 74 366.43
2023-12-31 $22k 74 295.68
2023-09-30 $20k 74 273.00
2023-06-30 $18k 74 246.05
2023-03-31 $17k 74 228.85
2022-12-31 $18k 74 239.55
2022-09-30 $15k 94 159.57
2022-06-30 $13k 74 175.68
2022-03-31 $16k 74 216.22
2021-12-31 $28k 134 208.96
2021-09-30 $35k 183 191.26
2021-06-30 $24k 109 220.18
2021-03-31 $8.0k 34 235.29
2020-12-31 $6.0k 34 176.47