Caterpillar shares owned by FLC Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by FLC Capital Advisors
from 13F filings
Historical chart of FLC Capital Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by FLC Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by FLC Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 8.1k | 366.43 |
| 2023-12-31 | $2.5M | 8.3k | 295.67 |
| 2023-09-30 | $2.4M | 8.7k | 273.00 |
| 2023-06-30 | $2.3M | 9.4k | 246.05 |
| 2023-03-31 | $2.1M | 9.4k | 228.84 |
| 2022-12-31 | $2.2M | 9.4k | 239.56 |
| 2022-09-30 | $1.7M | 10k | 164.12 |
| 2022-06-30 | $1.8M | 10k | 178.79 |
| 2022-03-31 | $2.4M | 11k | 222.86 |
| 2021-12-31 | $2.1M | 10k | 206.77 |
| 2021-09-30 | $1.9M | 10k | 192.00 |
| 2021-06-30 | $2.2M | 10k | 217.67 |
| 2021-03-31 | $2.5M | 11k | 231.91 |
| 2020-12-31 | $2.0M | 11k | 182.02 |
| 2020-09-30 | $1.9M | 11k | 168.95 |
| 2020-06-30 | $1.4M | 11k | 129.38 |
| 2020-03-31 | $1.3M | 11k | 116.70 |
| 2019-12-31 | $1.6M | 11k | 147.64 |
| 2019-09-30 | $1.3M | 10k | 126.29 |
| 2019-06-30 | $1.3M | 9.9k | 134.88 |
| 2019-03-31 | $1.1M | 8.1k | 135.48 |
| 2018-12-31 | $873k | 6.9k | 127.02 |