Caterpillar shares owned by Advisory Resource Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Advisory Resource Group
from 13F filings
Historical chart of Advisory Resource Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Advisory Resource Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $655k | 1.7k | 391.12 |
| 2024-06-30 | $558k | 1.7k | 333.10 |
| 2024-03-31 | $619k | 1.7k | 366.43 |
| 2023-12-31 | $514k | 1.7k | 295.67 |
| 2023-09-30 | $475k | 1.7k | 273.00 |
| 2023-06-30 | $428k | 1.7k | 246.05 |
| 2023-03-31 | $398k | 1.7k | 228.84 |
| 2022-12-31 | $414k | 1.7k | 239.56 |
| 2022-09-30 | $297k | 1.8k | 164.00 |
| 2022-06-30 | $319k | 1.8k | 178.61 |
| 2022-03-31 | $406k | 1.8k | 222.71 |
| 2021-12-31 | $367k | 1.8k | 201.32 |
| 2021-09-30 | $350k | 1.8k | 191.99 |
| 2021-06-30 | $397k | 1.8k | 217.77 |
| 2021-03-31 | $477k | 2.1k | 231.67 |
| 2020-12-31 | $377k | 2.1k | 182.13 |
| 2020-09-30 | $307k | 2.1k | 149.10 |
| 2020-06-30 | $239k | 1.9k | 126.66 |
| 2020-03-31 | $1.2M | 11k | 116.00 |
| 2019-12-31 | $1.6M | 11k | 147.64 |
| 2019-09-30 | $1.4M | 11k | 126.33 |
| 2019-06-30 | $1.3M | 9.5k | 136.32 |
| 2019-03-31 | $1.1M | 8.9k | 122.80 |
| 2018-12-31 | $1.1M | 8.9k | 127.07 |