Caterpillar shares owned by Reilly Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Reilly Financial Advisors
from 13F filings
Historical chart of Reilly Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Reilly Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $270k | 1.3k | 207.06 |
| 2021-09-30 | $254k | 1.3k | 191.84 |
| 2021-06-30 | $288k | 1.3k | 217.69 |
| 2021-03-31 | $259k | 1.1k | 232.08 |
| 2020-12-31 | $265k | 1.5k | 182.26 |
| 2020-09-30 | $221k | 1.5k | 149.53 |
| 2020-06-30 | $199k | 1.6k | 126.51 |
| 2020-03-31 | $185k | 1.6k | 116.21 |
| 2019-12-31 | $249k | 1.7k | 147.86 |
| 2019-09-30 | $213k | 1.7k | 126.48 |
| 2019-06-30 | $238k | 1.7k | 136.23 |
| 2019-03-31 | $240k | 1.8k | 135.59 |
| 2018-12-31 | $225k | 1.8k | 127.12 |
| 2018-09-30 | $183k | 1.2k | 152.50 |
| 2018-06-30 | $176k | 1.3k | 135.38 |
| 2018-03-31 | $206k | 1.4k | 147.14 |
| 2017-12-31 | $175k | 1.1k | 157.52 |
| 2017-09-30 | $139k | 1.1k | 125.11 |
| 2017-06-30 | $119k | 1.1k | 107.11 |
| 2017-03-31 | $53k | 576 | 92.01 |
| 2016-12-31 | $53k | 576 | 92.01 |
| 2016-09-30 | $78k | 876 | 89.04 |
| 2016-06-30 | $44k | 576 | 76.39 |
| 2016-03-31 | $44k | 576 | 76.39 |
| 2015-12-31 | $46k | 676 | 68.05 |
| 2015-09-30 | $38k | 576 | 65.97 |
| 2015-06-30 | $49k | 576 | 85.07 |
| 2015-03-31 | $46k | 576 | 79.86 |
| 2014-12-31 | $64k | 695 | 92.09 |
| 2014-09-30 | $69k | 695 | 99.28 |
| 2014-06-30 | $76k | 695 | 109.35 |
| 2014-03-31 | $59k | 595 | 99.16 |
| 2013-12-31 | $159k | 1.8k | 90.86 |
| 2013-09-30 | $160k | 1.9k | 84.30 |
| 2013-06-30 | $206k | 2.5k | 82.47 |