Caterpillar shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $160M | 336k | 477.18 |
| 2025-06-30 | $91M | 234k | 388.15 |
| 2025-03-31 | $85M | 257k | 329.83 |
| 2024-12-31 | $94M | 241k | 391.20 |
| 2024-09-30 | $94M | 240k | 391.66 |
| 2024-03-31 | $104M | 284k | 366.84 |
| 2023-12-31 | $100M | 338k | 296.19 |
| 2023-09-30 | $112M | 411k | 273.29 |
| 2023-06-30 | $34M | 406k | 83.85 |
| 2023-03-31 | $73M | 318k | 229.19 |
| 2022-12-31 | $78M | 325k | 239.96 |
| 2022-09-30 | $51M | 310k | 164.31 |
| 2022-06-30 | $55M | 305k | 179.06 |
| 2022-03-31 | $69M | 308k | 223.14 |
| 2021-12-31 | $63M | 303k | 207.11 |
| 2021-09-30 | $56M | 289k | 192.28 |
| 2021-06-30 | $59M | 270k | 217.80 |
| 2021-03-31 | $59M | 255k | 232.03 |
| 2020-12-31 | $43M | 238k | 182.19 |
| 2020-09-30 | $37M | 250k | 149.24 |
| 2020-06-30 | $31M | 247k | 126.59 |
| 2020-03-31 | $65M | 560k | 116.08 |