Caterpillar shares owned by Affinity Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Affinity Investment Advisors
from 13F filings
Historical chart of Affinity Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Affinity Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 6.5k | 391.12 |
| 2024-06-30 | $2.2M | 6.6k | 333.10 |
| 2024-03-31 | $2.4M | 6.5k | 366.43 |
| 2023-12-31 | $1.9M | 6.5k | 295.67 |
| 2023-09-30 | $1.6M | 6.0k | 273.00 |
| 2023-06-30 | $1.5M | 6.2k | 246.05 |
| 2023-03-31 | $1.4M | 6.1k | 228.84 |
| 2022-12-31 | $1.8M | 7.6k | 239.56 |
| 2022-09-30 | $1.2M | 7.6k | 164.14 |
| 2022-06-30 | $1.4M | 7.6k | 178.76 |
| 2022-03-31 | $1.4M | 6.5k | 222.77 |
| 2019-06-30 | $4.0M | 29k | 136.28 |
| 2019-03-31 | $4.4M | 32k | 135.48 |
| 2018-12-31 | $3.7M | 29k | 127.07 |
| 2018-09-30 | $6.3M | 41k | 152.50 |
| 2018-06-30 | $3.5M | 26k | 135.65 |
| 2018-03-31 | $5.4M | 37k | 147.37 |
| 2017-12-31 | $6.1M | 39k | 157.57 |
| 2014-12-31 | $10M | 111k | 91.53 |
| 2014-09-30 | $11M | 110k | 99.03 |
| 2014-06-30 | $12M | 110k | 108.67 |
| 2014-03-31 | $11M | 110k | 99.37 |
| 2013-06-30 | $13M | 159k | 82.49 |
| 2013-03-31 | $14M | 160k | 86.97 |
| 2012-12-31 | $14M | 161k | 89.61 |
| 2012-09-30 | $15M | 174k | 86.04 |
| 2012-06-30 | $22M | 202k | 106.52 |
| 2012-03-31 | $22M | 202k | 106.52 |
| 2011-12-31 | $17M | 182k | 90.61 |
| 2011-09-30 | $11M | 153k | 73.84 |
| 2011-06-30 | $15M | 144k | 106.47 |
| 2011-03-31 | $16M | 141k | 111.35 |
| 2010-12-31 | $14M | 149k | 93.66 |
More positions owned by Affinity Investment Advisors
View all positions for Affinity Investment Advisors