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Caterpillar shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Caterpillar

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All positions including Caterpillar held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 70k 295.67
2023-09-30 $42M 152k 273.00
2023-06-30 $40M 161k 246.05
2023-03-31 $37M 163k 228.84
2022-12-31 $41M 171k 239.56
2022-09-30 $28M 168k 164.08
2022-06-30 $30M 168k 178.76
2022-03-31 $37M 165k 222.82
2021-12-31 $33M 160k 206.74
2021-09-30 $31M 159k 191.97
2021-06-30 $34M 155k 217.63
2021-03-31 $36M 157k 231.87
2020-12-31 $29M 158k 182.02
2020-09-30 $24M 160k 149.15
2020-06-30 $9.5M 75k 126.50
2020-03-31 $9.3M 80k 116.05
2019-12-31 $13M 85k 147.68
2019-09-30 $9.8M 78k 126.31
2019-06-30 $31M 226k 136.29
2019-03-31 $46M 342k 135.49
2018-12-31 $8.2M 65k 127.08
2018-09-30 $6.2M 40k 152.48
2018-06-30 $5.6M 41k 135.68
2018-03-31 $5.9M 40k 147.39
2017-12-31 $25M 156k 158.42
2017-09-30 $20M 156k 124.71
2017-06-30 $17M 157k 107.46
2017-03-31 $14M 154k 92.76
2016-12-31 $15M 160k 92.74
2016-09-30 $14M 163k 88.77
2016-06-30 $12M 157k 76.00
2016-03-31 $12M 154k 76.54
2015-12-31 $9.8M 144k 67.96
2015-09-30 $9.4M 144k 65.36
2015-06-30 $2.1M 25k 84.83
2015-03-31 $2.4M 27k 86.87
2014-12-31 $2.7M 30k 91.52
2014-09-30 $2.6M 26k 99.03
2014-06-30 $3.9M 36k 108.66
2014-03-31 $8.0M 80k 99.36
2013-12-31 $5.6M 62k 90.82
2013-09-30 $1.8M 21k 83.42
2013-06-30 $7.5M 91k 82.49
2013-03-31 $2.2M 25k 86.96
2012-12-31 $6.4M 71k 89.60
2012-09-30 $2.2M 25k 86.03
2012-06-30 $1.9M 23k 84.93
2011-12-31 $2.1M 23k 90.58
2011-09-30 $1.1M 15k 73.85
2011-03-31 $2.4M 22k 111.37
2010-12-31 $689k 7.4k 93.61

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada

View all funds holding Caterpillar