Caterpillar shares owned by Advocate Group
Historical chart of Advocate Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Advocate Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.4M | 18k | 366.43 |
| 2023-12-31 | $5.2M | 18k | 295.67 |
| 2023-09-30 | $5.0M | 19k | 273.00 |
| 2023-06-30 | $4.4M | 18k | 246.05 |
| 2023-03-31 | $3.7M | 16k | 228.84 |
| 2022-12-31 | $3.6M | 15k | 239.56 |
| 2022-09-30 | $2.7M | 17k | 164.07 |
| 2022-06-30 | $3.0M | 17k | 178.75 |