EVERETT HARRIS & CO /CA/

SEC CIK
0001009254

CAT holding history

CATERPILLAR INC

Every 13F filing in which EVERETT HARRIS & CO /CA/ reported holding CAT, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull portfolio

EVERETT HARRIS & CO /CA/: CAT holding by quarter
QuarterSharesValue% of portfolioChange in sharesAction
Q2 20263,842$4.09M0.05%−60−1.5%Reduced
Q1 20263,902$2.76M0.04%−70−1.8%Reduced
Q4 20253,972$2.28M0.03%−70−1.7%Reduced
Q3 20254,042$1.93M0.02%+115+2.9%Added
Q2 20253,927$1.52M0.02%00.0%Unchanged
Q1 20253,927$1.3M0.02%−30−0.8%Reduced
Q4 20243,957$1.44M0.02%+152+4.0%Added
Q3 20243,805$1.49M0.02%00.0%Unchanged
Q2 20243,805$1.27M0.02%+25+0.7%Added
Q1 20243,780$1.39M0.02%+247+7.0%Added
Q4 20233,533$1.04M0.01%00.0%Unchanged
Q3 20233,533$964.51K0.02%+82+2.4%Added
Q2 20233,451$849.12K0.01%−100−2.8%Reduced
Q1 20233,551$812.61K0.01%+143+4.2%Added
Q4 20223,408$816K0.01%+206+6.4%Added
Q3 20223,202$525K0.01%−3,600−52.9%Reduced
Q2 20226,802$1.22M0.02%−562−7.6%Reduced
Q1 20227,364$1.64M0.02%+1,662+29.1%Added
Q4 20215,702$1.18M0.02%00.0%Unchanged
Q3 20215,702$1.1M0.02%00.0%Unchanged
Q2 20215,702$1.24M0.02%00.0%Unchanged
Q1 20215,702$1.32M0.02%+5,702New