Caterpillar shares owned by Adviser Investments
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51M | 108k | 477.15 |
| 2025-06-30 | $35M | 89k | 388.21 |
| 2025-03-31 | $32M | 96k | 329.80 |
| 2024-12-31 | $24M | 66k | 362.76 |
| 2024-09-30 | $12M | 29k | 391.12 |
| 2024-06-30 | $10M | 30k | 333.11 |
| 2024-03-31 | $11M | 30k | 366.43 |
| 2023-12-31 | $9.1M | 31k | 295.68 |
| 2023-09-30 | $5.9M | 22k | 273.00 |
| 2023-06-30 | $5.2M | 21k | 246.05 |
| 2023-03-31 | $1.0M | 4.6k | 228.86 |
| 2022-12-31 | $1.2M | 4.6k | 250.72 |
| 2022-09-30 | $950k | 5.8k | 164.16 |
| 2022-06-30 | $784k | 4.4k | 178.83 |
| 2022-03-31 | $976k | 4.4k | 222.73 |
| 2021-12-31 | $874k | 4.2k | 206.62 |
| 2021-09-30 | $808k | 4.2k | 192.06 |
| 2021-06-30 | $905k | 4.2k | 217.55 |
| 2021-03-31 | $804k | 3.5k | 231.70 |
| 2020-12-31 | $599k | 3.3k | 182.12 |
| 2020-09-30 | $480k | 3.2k | 149.07 |
| 2020-06-30 | $427k | 3.4k | 126.44 |
| 2020-03-31 | $317k | 2.7k | 116.07 |
| 2019-12-31 | $403k | 2.7k | 147.67 |
| 2019-09-30 | $345k | 2.7k | 126.47 |
| 2019-06-30 | $372k | 2.7k | 136.41 |
| 2019-03-31 | $369k | 2.7k | 135.36 |
| 2018-12-31 | $288k | 2.3k | 127.15 |
| 2018-09-30 | $218k | 1.4k | 152.55 |
| 2018-06-30 | $194k | 1.4k | 135.95 |
| 2018-03-31 | $187k | 1.3k | 147.59 |
| 2017-12-31 | $238k | 1.5k | 157.93 |