Caterpillar shares owned by Ulland Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ulland Investment Advisors
from 13F filings
Historical chart of Ulland Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ulland Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $262k | 715 | 366.43 |
| 2023-12-31 | $211k | 715 | 295.10 |
| 2023-09-30 | $195k | 715 | 272.73 |
| 2023-06-30 | $176k | 715 | 246.15 |
| 2023-03-31 | $164k | 715 | 229.37 |
| 2022-12-31 | $171k | 715 | 239.16 |
| 2022-09-30 | $117k | 715 | 163.64 |
| 2022-06-30 | $128k | 715 | 179.02 |
| 2022-03-31 | $159k | 715 | 222.38 |
| 2021-12-31 | $148k | 715 | 206.99 |
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