Caterpillar shares owned by Acorn Financial Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Acorn Financial Advisory Services
from 13F filings
Historical chart of Acorn Financial Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Acorn Financial Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 451 | 476.72 |
| 2023-12-31 | $382k | 1.3k | 294.95 |
| 2023-09-30 | $353k | 1.3k | 272.81 |
| 2023-06-30 | $318k | 1.3k | 246.14 |
| 2023-03-31 | $273k | 1.2k | 228.88 |
| 2022-12-31 | $287k | 1.2k | 239.54 |
| 2022-06-30 | $214k | 1.2k | 179.38 |
| 2022-03-31 | $266k | 1.2k | 222.97 |
| 2021-12-31 | $235k | 1.1k | 206.32 |
| 2021-09-30 | $219k | 1.1k | 192.27 |
| 2021-06-30 | $271k | 1.2k | 217.32 |
| 2021-03-31 | $292k | 1.3k | 231.56 |
| 2020-12-31 | $229k | 1.3k | 181.75 |
More positions owned by Acorn Financial Advisory Services
View all positions for Acorn Financial Advisory Services