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Caterpillar shares owned by American Institute for Advanced Investment Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by American Institute for Advanced Investment Management from 13F filings

Historical chart of American Institute for Advanced Investment Management investment in Caterpillar

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All positions including Caterpillar held by American Institute for Advanced Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by American Institute for Advanced Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $343k 935 366.43
2023-12-31 $257k 870 295.67
2023-09-30 $238k 870 273.00
2023-06-30 $214k 870 246.05
2023-03-31 $220k 959 228.84
2022-12-31 $241k 1.0k 239.56
2022-03-31 $224k 1.0k 222.89
2021-12-31 $208k 1.0k 206.97