Caterpillar shares owned by Advantage Trust
Historical chart of Advantage Trust investment in Caterpillar
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All positions including Caterpillar held by Advantage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Advantage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 537 | 477.15 |
| 2025-06-30 | $364k | 937 | 388.21 |
| 2025-03-31 | $187k | 567 | 329.80 |
| 2024-12-31 | $239k | 660 | 362.76 |
| 2024-09-30 | $258k | 660 | 391.12 |
| 2024-06-30 | $310k | 930 | 333.10 |
| 2024-03-31 | $341k | 930 | 366.43 |
| 2023-12-31 | $275k | 930 | 295.67 |