Caterpillar shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Schechter Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Schechter Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.8M | 4.9k | 366.40 |
2023-12-31 | $1.6M | 5.5k | 295.68 |
2023-09-30 | $1.5M | 5.3k | 273.00 |
2023-06-30 | $1.3M | 5.4k | 246.06 |
2023-03-31 | $1.3M | 5.7k | 231.09 |
2022-12-31 | $1.3M | 5.6k | 239.56 |
2022-09-30 | $825k | 5.3k | 157.14 |
2022-06-30 | $1.2M | 6.5k | 180.56 |
2022-03-31 | $1.7M | 7.4k | 235.29 |
2021-12-31 | $1.5M | 7.1k | 205.88 |
More positions owned by Schechter Investment Advisors
View all positions for Schechter Investment Advisors