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Caterpillar shares owned by Applied Capital

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

Historical chart of Applied Capital investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Applied Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 12k 366.43
2023-12-31 $3.6M 12k 295.67
2023-09-30 $3.4M 13k 273.00
2023-06-30 $3.1M 13k 246.05
2023-03-31 $2.9M 13k 228.84
2022-12-31 $3.1M 13k 239.56