Caterpillar shares owned by Financial Counselors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Financial Counselors
from 13F filings
Historical chart of Financial Counselors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Financial Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $59M | 161k | 366.43 |
| 2023-12-31 | $50M | 169k | 295.67 |
| 2023-09-30 | $49M | 180k | 273.00 |
| 2023-06-30 | $44M | 179k | 246.05 |
| 2023-03-31 | $41M | 181k | 228.84 |
| 2022-12-31 | $45M | 187k | 239.56 |
| 2022-09-30 | $31M | 188k | 164.08 |
| 2022-06-30 | $34M | 189k | 178.76 |
| 2022-03-31 | $42M | 186k | 222.82 |
| 2021-12-31 | $37M | 180k | 206.74 |
| 2021-09-30 | $35M | 184k | 191.97 |
| 2021-06-30 | $38M | 175k | 217.63 |
| 2021-03-31 | $40M | 171k | 231.87 |
| 2020-12-31 | $31M | 169k | 182.02 |
| 2020-09-30 | $24M | 159k | 149.15 |
| 2020-06-30 | $18M | 140k | 126.50 |
| 2020-03-31 | $16M | 133k | 116.04 |
| 2019-12-31 | $22M | 147k | 147.68 |
| 2019-09-30 | $19M | 148k | 126.31 |
| 2019-06-30 | $20M | 147k | 136.29 |
| 2019-03-31 | $20M | 146k | 135.49 |
| 2018-12-31 | $17M | 131k | 127.07 |
| 2018-09-30 | $20M | 128k | 152.49 |
| 2018-06-30 | $17M | 128k | 135.67 |
| 2018-03-31 | $19M | 126k | 147.38 |
| 2017-12-31 | $21M | 131k | 157.58 |
| 2017-09-30 | $17M | 133k | 124.71 |
| 2017-06-30 | $15M | 136k | 107.46 |
| 2017-03-31 | $11M | 117k | 92.76 |
| 2016-12-31 | $6.9M | 75k | 92.74 |
| 2016-06-30 | $5.5M | 72k | 75.81 |
| 2016-03-31 | $5.6M | 73k | 76.53 |
| 2015-12-31 | $5.0M | 73k | 67.95 |
| 2015-09-30 | $5.0M | 76k | 65.36 |
| 2015-06-30 | $6.4M | 76k | 84.81 |
| 2015-03-31 | $6.2M | 77k | 80.03 |
| 2014-12-31 | $7.0M | 77k | 91.52 |
| 2014-09-30 | $7.4M | 75k | 99.03 |
| 2014-06-30 | $8.4M | 77k | 108.67 |
| 2014-03-31 | $8.1M | 81k | 99.36 |
| 2013-12-31 | $10M | 114k | 90.81 |
| 2013-09-30 | $8.5M | 102k | 83.40 |
| 2013-06-30 | $7.4M | 90k | 82.49 |
| 2013-03-31 | $7.3M | 84k | 86.98 |
| 2012-12-31 | $7.6M | 85k | 89.61 |
| 2012-09-30 | $7.7M | 89k | 86.04 |
| 2012-06-30 | $8.2M | 96k | 84.93 |
| 2012-03-31 | $9.3M | 87k | 106.49 |
| 2011-12-31 | $7.7M | 85k | 90.55 |
| 2011-09-30 | $3.7M | 50k | 73.63 |
| 2011-03-31 | $6.6M | 60k | 111.25 |
| 2010-12-31 | $5.6M | 60k | 93.66 |