Caterpillar shares owned by Advus Financial Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.2M | 1.1k | 1064.90 |
| 2026-03-31 | $790k | 1.1k | 708.46 |
| 2025-12-31 | $639k | 1.1k | 572.87 |
| 2025-09-30 | $599k | 1.3k | 477.15 |
| 2025-06-30 | $498k | 1.3k | 388.21 |
| 2025-03-31 | $410k | 1.2k | 329.80 |
| 2024-12-31 | $441k | 1.2k | 362.76 |
| 2024-09-30 | $414k | 1.1k | 391.12 |
| 2024-06-30 | $353k | 1.1k | 333.10 |
| 2024-03-31 | $388k | 1.1k | 366.43 |
| 2023-12-31 | $316k | 1.1k | 295.67 |
| 2023-09-30 | $274k | 1.0k | 273.00 |
| 2023-06-30 | $241k | 981 | 246.05 |