Caterpillar shares owned by Semmax Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Semmax Financial Advisors
from 13F filings
Historical chart of Semmax Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Semmax Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.7k | 12 | 305.17 |
| 2023-09-30 | $2.8k | 12 | 235.33 |
| 2022-12-31 | $1.0k | 5 | 200.00 |
| 2022-09-30 | $1.0k | 5 | 200.00 |
| 2022-06-30 | $2.0k | 10 | 200.00 |
| 2022-03-31 | $20k | 89 | 224.72 |
| 2021-12-31 | $56k | 272 | 205.88 |
| 2021-09-30 | $44k | 230 | 191.30 |
| 2021-06-30 | $50k | 230 | 217.39 |
| 2021-03-31 | $93k | 402 | 231.34 |
| 2020-12-31 | $2.6M | 14k | 181.99 |
| 2020-09-30 | $2.1M | 14k | 149.16 |
| 2020-06-30 | $1.7M | 14k | 126.53 |
| 2020-03-31 | $1.2M | 10k | 116.08 |
| 2019-12-31 | $10k | 68 | 147.06 |
| 2019-09-30 | $11k | 85 | 129.41 |
| 2019-06-30 | $9.0k | 68 | 132.35 |
| 2019-03-31 | $478k | 3.5k | 135.53 |
| 2018-12-31 | $666k | 5.2k | 127.00 |