Caterpillar shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Caterpillar shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 1 | 17230.00 |
| 2025-06-30 | $14k | 1 | 14155.00 |
| 2025-03-31 | $9.0k | 1 | 9035.00 |
| 2024-12-31 | $12k | 1 | 12200.00 |
| 2024-09-30 | $15k | 1 | 15250.00 |
| 2024-03-31 | $14k | 1 | 13585.00 |
| 2023-09-30 | $4.9k | 1 | 4910.00 |
| 2023-06-30 | $3.1k | 1 | 3115.00 |
| 2023-03-31 | $2.5k | 1 | 2535.00 |
| 2022-09-30 | $2.0k | 1 | 2000.00 |
| 2022-06-30 | $3.0k | 1 | 3000.00 |
| 2022-03-31 | $6.0k | 1 | 6000.00 |
| 2021-12-31 | $4.0k | 1 | 4000.00 |