Caterpillar shares owned by Addison Advisors
Historical chart of Addison Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $856k | 2.2k | 391.12 |
| 2024-06-30 | $717k | 2.2k | 333.10 |
| 2024-03-31 | $775k | 2.1k | 366.43 |
| 2023-12-31 | $607k | 2.1k | 295.67 |
| 2023-09-30 | $435k | 1.6k | 273.00 |
| 2023-06-30 | $378k | 1.5k | 246.05 |
| 2023-03-31 | $358k | 1.6k | 228.84 |
| 2022-12-31 | $397k | 1.7k | 239.56 |
| 2022-09-30 | $265k | 1.6k | 164.09 |
| 2022-06-30 | $282k | 1.6k | 178.48 |
| 2022-03-31 | $348k | 1.6k | 222.79 |
| 2021-12-31 | $303k | 1.5k | 206.54 |
| 2021-09-30 | $154k | 804 | 191.54 |
| 2021-06-30 | $174k | 798 | 218.05 |
| 2020-12-31 | $145k | 798 | 181.70 |