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Caterpillar shares owned by Ameritas Advisory Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ameritas Advisory Services from 13F filings

Historical chart of Ameritas Advisory Services investment in Caterpillar

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All positions including Caterpillar held by Ameritas Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Ameritas Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 17k 391.11
2024-06-30 $6.1M 18k 333.11
2024-03-31 $6.3M 18k 348.28
2023-12-31 $5.8M 19k 311.06
2023-09-30 $4.8M 18k 264.95
2023-06-30 $2.6M 11k 245.19
2023-03-31 $4.0M 18k 226.70
2022-12-31 $7.2M 30k 239.56
2022-09-30 $3.0M 18k 164.06
2022-06-30 $3.3M 19k 178.74
2022-03-31 $4.2M 19k 222.83
2021-12-31 $4.0M 19k 206.72