Ownership history in MONETARY MANAGEMENT GROUP INC · 76 quarters on record
This page tracks every 13F SEC filing in which MONETARY MANAGEMENT GROUP INC reported a position in CATERPILLAR INC COM (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 7,787 | -50 | -0.6% | 1.03% | $4.5M | $571.53 |
| 2025 Q3 | REDUCED | 7,837 | -375 | -4.6% | 0.86% | $3.7M | $474.67 |
| 2025 Q2 | UNCHANGED | 8,212 | — | 0% | 0.78% | $3.2M | $384.78 |
| 2025 Q1 | REDUCED | 8,212 | -2,015 | -19.7% | 0.73% | $2.7M | $325.32 |
| 2024 Q4 | UNCHANGED | 10,227 | — | 0% | 0.96% | $3.7M | $356.53 |
| 2024 Q3 | ADDED | 10,227 | +60 | +0.6% | 1.03% | $4.0M | $383.03 |
| 2024 Q2 | REDUCED | 10,167 | -250 | -2.4% | 0.90% | $3.4M | $324.88 |
| 2024 Q1 | ADDED | 10,417 | +25 | +0.2% | 1.06% | $3.8M | $356.09 |
| 2023 Q4 | UNCHANGED | 10,392 | — | 0% | 0.96% | $3.1M | $286.00 |
| 2023 Q3 | REDUCED | 10,392 | -1,875 | -15.3% | 0.95% | $2.8M | $262.72 |
As of 2025 Q4 — sorted by position size