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Caterpillar shares owned by Toth Financial Advisory Corporation

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Toth Financial Advisory Corporation from 13F filings

Historical chart of Toth Financial Advisory Corporation investment in Caterpillar

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All positions including Caterpillar held by Toth Financial Advisory Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Toth Financial Advisory Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 2.9k 366.41
2023-12-31 $892k 3.0k 295.71
2023-09-30 $1.6M 6.0k 273.02
2023-06-30 $742k 3.0k 246.03
2023-03-31 $695k 3.0k 228.82
2022-12-31 $954k 4.0k 239.56
2022-09-30 $461k 2.8k 164.06
2022-06-30 $496k 2.8k 178.74
2022-03-31 $607k 2.7k 222.92
2021-12-31 $565k 2.7k 206.73
2021-09-30 $528k 2.8k 191.93
2021-06-30 $575k 2.6k 217.64
2021-03-31 $560k 2.4k 231.79
2020-12-31 $439k 2.4k 181.86
2020-09-30 $321k 2.2k 149.23
2020-06-30 $306k 2.4k 130.00
2020-03-31 $336k 2.9k 115.86
2019-12-31 $485k 3.3k 147.60
2019-09-30 $437k 3.5k 126.45
2019-06-30 $470k 3.4k 136.39
2019-03-31 $466k 3.4k 135.50
2018-12-31 $440k 3.5k 127.09
2018-09-30 $578k 3.8k 152.43
2018-06-30 $540k 4.0k 135.68
2018-03-31 $586k 4.0k 147.50
2017-12-31 $633k 4.0k 157.62
2017-09-30 $498k 4.0k 124.66
2017-06-30 $421k 3.9k 107.54
2017-03-31 $362k 3.9k 92.70
2016-12-31 $871k 9.4k 92.79
2016-09-30 $204k 2.3k 88.97
2014-12-31 $253k 2.8k 91.70
2014-09-30 $257k 2.6k 99.04
2014-06-30 $278k 2.6k 108.85
2014-03-31 $238k 2.4k 99.46
2013-03-31 $256k 2.9k 87.05
2012-12-31 $268k 3.0k 89.45
2012-09-30 $344k 4.0k 85.98
2012-06-30 $288k 3.4k 84.93
2012-03-31 $685k 6.4k 106.52
2011-09-30 $219k 3.0k 73.84
2011-06-30 $339k 3.2k 106.57
2011-03-31 $377k 3.4k 111.34