Caterpillar shares owned by Mackenzie Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mackenzie Financial
from 13F filings
Historical chart of Mackenzie Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Mackenzie Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $64M | 175k | 366.43 |
| 2023-12-31 | $53M | 180k | 295.67 |
| 2023-09-30 | $88M | 326k | 268.97 |
| 2023-06-30 | $64M | 259k | 247.33 |
| 2023-03-31 | $94M | 412k | 228.84 |
| 2022-12-31 | $116M | 484k | 239.56 |
| 2022-09-30 | $73M | 445k | 164.08 |
| 2022-06-30 | $119M | 663k | 178.76 |
| 2022-03-31 | $152M | 681k | 222.82 |
| 2021-12-31 | $141M | 682k | 206.74 |
| 2021-09-30 | $127M | 663k | 191.97 |
| 2021-06-30 | $127M | 584k | 217.63 |
| 2021-03-31 | $137M | 592k | 231.87 |
| 2020-12-31 | $131M | 719k | 182.02 |
| 2020-09-30 | $95M | 639k | 149.15 |
| 2020-06-30 | $45M | 355k | 126.50 |
| 2020-03-31 | $59M | 509k | 116.04 |
| 2019-12-31 | $111M | 754k | 147.68 |
| 2019-09-30 | $55M | 435k | 126.31 |
| 2019-06-30 | $78M | 573k | 136.29 |
| 2019-03-31 | $80M | 587k | 135.49 |
| 2018-12-31 | $20M | 160k | 127.07 |
| 2018-09-30 | $464k | 3.0k | 152.48 |
| 2018-06-30 | $396k | 2.9k | 135.76 |
| 2018-03-31 | $317k | 2.2k | 147.44 |
| 2016-12-31 | $558k | 6.0k | 92.81 |
| 2016-09-30 | $518k | 5.8k | 88.79 |
| 2016-06-30 | $438k | 5.8k | 75.86 |
| 2016-03-31 | $3.0M | 40k | 76.53 |
| 2015-12-31 | $2.3M | 34k | 67.95 |
| 2015-09-30 | $2.0M | 30k | 65.35 |
| 2015-06-30 | $3.2M | 37k | 84.81 |
| 2015-03-31 | $2.7M | 34k | 80.03 |
| 2014-12-31 | $2.6M | 29k | 91.52 |
| 2014-09-30 | $2.2M | 22k | 99.04 |
| 2014-06-30 | $6.1M | 56k | 108.68 |
| 2014-03-31 | $6.4M | 64k | 99.37 |
| 2013-12-31 | $5.3M | 59k | 90.81 |
| 2013-09-30 | $5.1M | 61k | 83.39 |
| 2013-06-30 | $4.8M | 58k | 82.50 |