Caterpillar shares owned by Affinity Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Affinity Capital Advisors
from 13F filings
Historical chart of Affinity Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Affinity Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $710k | 1.4k | 490.50 |
| 2025-06-30 | $598k | 1.5k | 388.18 |
| 2025-03-31 | $451k | 1.5k | 293.52 |
| 2024-12-31 | $556k | 1.5k | 362.96 |
| 2024-09-30 | $598k | 1.5k | 391.03 |
| 2024-03-31 | $558k | 1.5k | 366.34 |
| 2023-12-31 | $469k | 1.6k | 295.72 |
| 2023-09-30 | $401k | 1.5k | 273.01 |
| 2023-06-30 | $361k | 1.5k | 246.00 |
| 2023-03-31 | $364k | 1.6k | 228.78 |
| 2022-12-31 | $380k | 1.6k | 239.58 |
| 2022-09-30 | $260k | 1.6k | 164.25 |
| 2022-06-30 | $284k | 1.6k | 178.84 |
| 2022-03-31 | $353k | 1.6k | 222.85 |
| 2021-12-31 | $348k | 1.7k | 206.90 |
| 2021-09-30 | $294k | 1.5k | 192.03 |
| 2021-06-30 | $333k | 1.5k | 217.79 |
| 2021-03-31 | $363k | 1.6k | 232.10 |
| 2020-12-31 | $284k | 1.6k | 181.70 |
| 2020-09-30 | $238k | 1.6k | 149.22 |
| 2020-06-30 | $202k | 1.6k | 126.80 |
| 2020-03-31 | $302k | 2.6k | 116.29 |
| 2019-12-31 | $397k | 2.7k | 147.69 |