Caterpillar shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $538k | 1.6k | 333.13 |
| 2024-03-31 | $465k | 1.3k | 366.43 |
| 2023-12-31 | $601k | 2.0k | 295.64 |
| 2023-09-30 | $776k | 2.8k | 273.00 |
| 2023-06-30 | $795k | 3.2k | 246.07 |
| 2023-03-31 | $709k | 3.1k | 228.87 |
| 2022-12-31 | $732k | 3.1k | 239.57 |
| 2022-09-30 | $0 | 1.9k | 0.00 |
| 2022-06-30 | $246k | 1.3k | 184.21 |
| 2019-03-31 | $35k | 255 | 137.25 |
| 2018-12-31 | $26k | 206 | 126.21 |