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Caterpillar shares owned by Virtus Investment Advisers

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Virtus Investment Advisers from 13F filings

Historical chart of Virtus Investment Advisers investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Virtus Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Virtus Investment Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $80k 269 295.67
2023-09-30 $73k 269 273.00
2023-06-30 $74k 300 246.05
2017-12-31 $7.9M 50k 157.57
2017-09-30 $1.9M 15k 124.72
2017-06-30 $1.8M 17k 107.46
2017-03-31 $1.7M 19k 92.76
2016-12-31 $2.0M 22k 92.75
2016-09-30 $589k 6.6k 88.79
2011-06-30 $18M 168k 106.46
2011-03-31 $19k 168k 0.11
2010-12-31 $19k 205k 0.09