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Caterpillar shares owned by Advisor Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Advisor Partners from 13F filings

Historical chart of Advisor Partners investment in Caterpillar

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All positions including Caterpillar held by Advisor Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Advisor Partners

Quarter filed Position value Share count Share price at filing
2022-06-30 $3.8M 21k 178.78
2022-03-31 $4.7M 21k 222.80
2021-12-31 $4.7M 23k 206.70
2021-09-30 $4.1M 21k 191.96
2021-06-30 $4.8M 22k 217.57
2021-03-31 $4.1M 23k 182.00
2020-12-31 $3.3M 22k 149.16
2020-09-30 $2.7M 22k 126.52
2020-06-30 $2.4M 21k 116.03
2020-03-31 $2.4M 21k 116.03
2019-12-31 $3.1M 21k 145.57
2019-09-30 $2.5M 20k 126.29
2019-06-30 $2.7M 20k 136.30
2019-03-31 $3.0M 22k 135.50
2018-12-31 $2.6M 20k 127.07
2018-09-30 $2.6M 17k 152.48
2018-06-30 $2.2M 16k 135.67
2018-03-31 $2.2M 15k 147.36
2017-12-31 $2.5M 15k 170.43
2017-09-30 $1.6M 13k 124.68
2017-06-30 $1.3M 12k 107.50
2017-03-31 $872k 9.4k 92.79
2016-12-31 $954k 10k 92.72
2016-09-30 $840k 9.5k 88.76
2016-06-30 $695k 9.2k 75.85
2016-03-31 $683k 8.9k 76.51
2015-12-31 $343k 5.1k 67.92
2015-09-30 $296k 4.5k 65.27
2015-06-30 $550k 6.8k 81.39
2015-03-31 $389k 4.9k 79.96
2014-12-31 $585k 6.4k 91.53
2014-09-30 $665k 6.7k 98.97
2014-06-30 $713k 6.6k 108.67
2014-03-31 $631k 6.4k 99.37
2013-12-31 $562k 6.2k 90.88
2013-09-30 $480k 5.8k 83.43
2013-06-30 $357k 4.3k 82.49
2013-03-31 $386k 4.4k 86.96
2012-09-30 $432k 5.0k 86.04
2012-06-30 $445k 5.2k 84.97
2012-03-31 $594k 5.6k 106.43
2011-06-30 $570k 5.4k 106.38
2011-03-31 $686k 6.2k 111.35