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Caterpillar shares owned by Advisors Capital Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Advisors Capital Management from 13F filings

Historical chart of Advisors Capital Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Advisors Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Advisors Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 68k 295.67
2023-09-30 $18M 66k 273.00
2023-06-30 $16M 66k 246.06
2023-03-31 $15M 63k 228.84
2022-12-31 $15M 61k 239.55
2022-09-30 $14M 61k 236.50
2022-06-30 $9.7M 54k 178.76
2022-03-31 $11M 51k 222.83
2021-12-31 $363k 1.8k 206.96
2021-09-30 $341k 1.8k 192.22
2021-06-30 $329k 1.5k 217.74
2021-03-31 $283k 1.2k 231.59
2012-12-31 $1.1M 13k 89.61
2012-09-30 $1.5M 18k 86.05
2012-03-31 $2.2M 20k 106.54
2011-12-31 $2.0M 22k 90.61
2011-09-30 $1.8M 24k 73.83
2011-06-30 $2.4M 22k 106.44
2011-03-31 $2.8M 26k 111.32
2010-12-31 $2.5M 27k 93.65