Caterpillar shares owned by AA Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by AA Financial Advisors
from 13F filings
Historical chart of AA Financial Advisors investment in Caterpillar
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All positions including Caterpillar held by AA Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by AA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 3.3k | 477.18 |
| 2025-06-30 | $1.2M | 3.0k | 388.19 |
| 2025-03-31 | $1.1M | 3.5k | 329.76 |
| 2024-12-31 | $1.4M | 3.7k | 362.79 |
| 2024-09-30 | $1.4M | 3.6k | 391.12 |
| 2024-06-30 | $1.1M | 3.4k | 333.10 |
| 2024-03-31 | $1.2M | 3.3k | 366.43 |