Caterpillar shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $342k | 1.2k | 295.67 |
| 2023-09-30 | $253k | 927 | 273.00 |
| 2023-06-30 | $241k | 981 | 246.05 |
| 2023-03-31 | $212k | 927 | 228.84 |
| 2022-12-31 | $210k | 877 | 239.56 |
| 2022-09-30 | $160k | 978 | 163.60 |
| 2022-06-30 | $16k | 87 | 183.91 |
| 2022-03-31 | $18k | 79 | 227.85 |
| 2021-12-31 | $38k | 183 | 207.65 |
| 2021-09-30 | $186k | 968 | 192.15 |
| 2021-06-30 | $62k | 287 | 216.03 |
| 2021-03-31 | $13k | 55 | 236.36 |
| 2020-12-31 | $117k | 641 | 182.53 |
| 2020-09-30 | $9.0k | 61 | 147.54 |
| 2020-06-30 | $23k | 178 | 129.21 |
| 2020-03-31 | $164k | 1.4k | 116.31 |
| 2019-12-31 | $156k | 1.1k | 147.45 |
| 2019-09-30 | $162k | 1.3k | 126.17 |
| 2019-06-30 | $201k | 1.5k | 136.36 |
| 2019-03-31 | $229k | 1.7k | 135.50 |
| 2018-12-31 | $215k | 1.7k | 127.14 |
| 2018-09-30 | $174k | 1.1k | 152.50 |
| 2018-06-30 | $175k | 1.3k | 135.45 |
| 2018-03-31 | $281k | 1.9k | 147.43 |
| 2017-12-31 | $195k | 1.2k | 157.64 |
| 2017-09-30 | $130k | 1.0k | 124.40 |
| 2017-06-30 | $779k | 7.3k | 107.42 |
| 2017-03-31 | $655k | 7.1k | 92.75 |
| 2016-12-31 | $668k | 7.2k | 92.73 |
| 2016-09-30 | $100k | 1.1k | 88.73 |
| 2016-06-30 | $48k | 627 | 76.56 |
| 2016-03-31 | $58k | 756 | 76.72 |
| 2015-12-31 | $57k | 835 | 68.26 |
| 2015-09-30 | $80k | 1.2k | 64.99 |
| 2015-06-30 | $105k | 1.2k | 84.68 |
| 2015-03-31 | $72k | 895 | 80.45 |
| 2014-12-31 | $94k | 1.0k | 91.98 |
| 2014-09-30 | $65k | 652 | 99.69 |
| 2014-06-30 | $130k | 1.2k | 108.88 |
| 2014-03-31 | $61k | 617 | 98.87 |
| 2013-12-31 | $103k | 1.1k | 90.83 |
| 2013-09-30 | $53k | 637 | 83.20 |
| 2013-06-30 | $69k | 839 | 82.24 |
| 2012-03-31 | $32k | 301 | 106.31 |
| 2011-12-31 | $618k | 6.8k | 90.55 |
| 2011-09-30 | $504k | 6.8k | 73.85 |
| 2011-06-30 | $739k | 6.9k | 106.48 |
| 2011-03-31 | $758k | 6.8k | 111.36 |
More positions owned by Plante Moran Financial Advisors
View all positions for Plante Moran Financial Advisors