Caterpillar shares owned by Advisors Management Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Advisors Management Group
from 13F filings
Historical chart of Advisors Management Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Advisors Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 5.6k | 391.09 |
| 2024-06-30 | $1.9M | 5.7k | 333.10 |
| 2024-03-31 | $2.0M | 5.5k | 366.44 |
| 2023-12-31 | $1.7M | 5.6k | 295.69 |
| 2023-09-30 | $1.4M | 5.2k | 273.01 |
| 2023-06-30 | $1.3M | 5.2k | 246.07 |
| 2023-03-31 | $540k | 2.4k | 228.72 |
| 2022-12-31 | $566k | 2.4k | 239.73 |
| 2022-09-30 | $387k | 2.4k | 163.91 |
| 2022-06-30 | $418k | 2.3k | 178.79 |
| 2022-03-31 | $507k | 2.3k | 222.86 |
| 2021-12-31 | $446k | 2.2k | 206.96 |
| 2021-09-30 | $414k | 2.2k | 192.11 |
| 2021-06-30 | $468k | 2.2k | 217.57 |
| 2021-03-31 | $500k | 2.2k | 231.91 |
| 2020-12-31 | $432k | 2.4k | 182.12 |
| 2020-09-30 | $354k | 2.4k | 149.24 |
| 2020-06-30 | $300k | 2.4k | 126.53 |
| 2020-03-31 | $278k | 2.4k | 116.03 |
| 2019-12-31 | $298k | 2.0k | 147.74 |
| 2019-09-30 | $255k | 2.0k | 126.43 |
| 2019-06-30 | $275k | 2.0k | 136.34 |
| 2019-03-31 | $273k | 2.0k | 135.35 |
| 2018-12-31 | $218k | 1.7k | 126.97 |
| 2018-09-30 | $278k | 1.8k | 152.58 |
| 2018-06-30 | $247k | 1.8k | 135.57 |
| 2018-03-31 | $264k | 1.8k | 144.90 |
| 2017-12-31 | $292k | 1.9k | 157.50 |
| 2017-09-30 | $231k | 1.9k | 124.60 |