Caterpillar shares owned by Alesco Advisors
Historical chart of Alesco Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Alesco Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Alesco Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $484k | 1.0k | 477.15 |
| 2025-06-30 | $394k | 1.0k | 388.21 |
| 2025-03-31 | $367k | 1.1k | 329.80 |
| 2024-12-31 | $409k | 1.1k | 362.76 |
| 2024-09-30 | $441k | 1.1k | 391.12 |
| 2024-03-31 | $403k | 1.1k | 366.43 |
| 2023-12-31 | $325k | 1.1k | 295.67 |
| 2023-09-30 | $273k | 1.0k | 273.00 |
| 2023-06-30 | $258k | 1.1k | 246.05 |
| 2023-03-31 | $282k | 1.2k | 228.84 |
| 2022-12-31 | $334k | 1.4k | 239.56 |
| 2022-09-30 | $227k | 1.4k | 164.02 |
| 2022-03-31 | $242k | 1.1k | 223.25 |
| 2021-12-31 | $224k | 1.1k | 206.64 |
| 2021-09-30 | $208k | 1.1k | 191.88 |
| 2021-06-30 | $236k | 1.1k | 217.71 |
| 2021-03-31 | $251k | 1.1k | 231.55 |
| 2018-09-30 | $224k | 1.5k | 152.48 |
| 2018-03-31 | $231k | 1.6k | 147.23 |
| 2017-12-31 | $247k | 1.6k | 157.43 |
| 2017-09-30 | $213k | 1.7k | 125.00 |