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 |
|---|---|---|---|
| 2025-12-31 | $344k | 600 | 572.87 |
| 2025-06-30 | $230 | 10 | 23.00 |
| 2024-12-31 | $230 | 10 | 23.00 |