Caterpillar shares owned by Advisor OS
Historical chart of Advisor OS investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 5.3k | 478.34 |
| 2025-06-30 | $1.7M | 4.3k | 388.15 |
| 2025-03-31 | $1.1M | 3.3k | 329.68 |
| 2024-12-31 | $1.4M | 4.0k | 362.76 |
| 2024-09-30 | $1.4M | 3.5k | 391.00 |
| 2024-06-30 | $1.1M | 3.4k | 333.13 |
| 2024-03-31 | $1.3M | 3.5k | 366.24 |
| 2023-12-31 | $640k | 2.2k | 295.67 |
| 2023-09-30 | $361k | 1.3k | 272.84 |
| 2023-06-30 | $281k | 1.1k | 246.05 |
| 2023-03-31 | $226k | 986 | 228.83 |
| 2021-09-30 | $242k | 1.2k | 200.00 |
| 2021-06-30 | $276k | 1.2k | 228.57 |
| 2021-03-31 | $284k | 1.2k | 235.29 |