Caterpillar shares owned by Affiance Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Affiance Financial
from 13F filings
Historical chart of Affiance Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Affiance Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 508 | 477.15 |
| 2022-12-31 | $9.8k | 41 | 239.56 |
| 2021-12-31 | $643k | 3.1k | 206.75 |
| 2021-09-30 | $597k | 3.1k | 191.96 |
| 2021-06-30 | $677k | 3.1k | 217.68 |
| 2021-03-31 | $721k | 3.1k | 231.83 |
| 2020-12-31 | $566k | 3.1k | 181.99 |
| 2020-09-30 | $473k | 3.2k | 149.21 |
| 2020-06-30 | $393k | 3.1k | 126.37 |
| 2020-03-31 | $361k | 3.1k | 116.08 |
| 2019-12-31 | $459k | 3.1k | 147.59 |
| 2019-09-30 | $393k | 3.1k | 126.37 |
| 2019-06-30 | $424k | 3.1k | 136.33 |
| 2019-03-31 | $421k | 3.1k | 135.37 |
| 2018-12-31 | $395k | 3.1k | 127.01 |
| 2018-09-30 | $474k | 3.1k | 152.41 |
| 2018-06-30 | $422k | 3.1k | 135.69 |
| 2018-03-31 | $458k | 3.1k | 147.27 |
| 2017-12-31 | $647k | 4.1k | 157.65 |
| 2017-09-30 | $512k | 4.1k | 124.76 |
| 2017-06-30 | $441k | 4.1k | 107.46 |
| 2017-03-31 | $390k | 4.2k | 92.77 |
| 2016-12-31 | $425k | 4.6k | 92.73 |
| 2016-09-30 | $407k | 4.6k | 88.81 |
| 2016-06-30 | $347k | 4.6k | 75.71 |
| 2016-03-31 | $351k | 4.6k | 76.59 |
| 2015-12-31 | $323k | 4.8k | 67.89 |
| 2015-09-30 | $311k | 4.8k | 65.36 |
| 2015-06-30 | $287k | 3.4k | 84.79 |
| 2015-03-31 | $271k | 3.4k | 80.06 |
| 2014-12-31 | $310k | 3.4k | 91.58 |