Caterpillar shares owned by Ancora Advisors
Historical chart of Ancora Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ancora Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.8M | 3.5k | 1065.00 |
| 2026-03-31 | $2.7M | 3.8k | 708.54 |
| 2025-12-31 | $2.1M | 3.7k | 572.90 |
| 2025-09-30 | $1.4M | 2.9k | 477.10 |
| 2025-06-30 | $1.1M | 2.9k | 388.21 |
| 2025-03-31 | $977k | 3.0k | 329.84 |
| 2024-12-31 | $1.1M | 3.0k | 362.75 |
| 2024-09-30 | $1.2M | 2.9k | 391.07 |
| 2024-06-30 | $886k | 2.7k | 333.12 |
| 2024-03-31 | $975k | 2.7k | 366.45 |
| 2023-12-31 | $787k | 2.7k | 295.69 |
| 2023-09-30 | $726k | 2.7k | 273.00 |
| 2023-06-30 | $655k | 2.7k | 246.07 |
| 2023-03-31 | $606k | 2.7k | 228.84 |
| 2022-12-31 | $663k | 2.8k | 240.69 |
| 2022-09-30 | $636k | 3.9k | 164.03 |
| 2022-06-30 | $677k | 3.8k | 178.78 |
| 2022-03-31 | $585k | 2.5k | 232.50 |
| 2021-12-31 | $791k | 3.8k | 207.50 |
| 2021-09-30 | $672k | 3.5k | 192.00 |
| 2021-06-30 | $547k | 2.5k | 217.49 |
| 2021-03-31 | $585k | 2.5k | 232.50 |
| 2020-12-31 | $444k | 2.4k | 182.04 |
| 2020-09-30 | $274k | 1.8k | 149.08 |
| 2020-06-30 | $207k | 1.6k | 126.37 |
| 2020-03-31 | $202k | 1.7k | 116.23 |
| 2019-12-31 | $336k | 2.3k | 147.50 |
| 2019-09-30 | $260k | 2.1k | 126.46 |
| 2019-03-31 | $406k | 3.0k | 135.56 |
| 2018-12-31 | $380k | 3.0k | 126.88 |
| 2018-09-30 | $487k | 3.2k | 152.48 |
| 2018-06-30 | $433k | 3.2k | 135.65 |
| 2018-03-31 | $471k | 3.2k | 147.44 |
| 2017-12-31 | $564k | 3.7k | 153.06 |
| 2017-09-30 | $390k | 3.2k | 122.45 |
| 2017-06-30 | $294k | 2.7k | 107.33 |
| 2017-03-31 | $254k | 2.7k | 92.67 |
| 2016-12-31 | $258k | 2.8k | 92.53 |
| 2015-12-31 | $229k | 2.5k | 91.60 |
| 2014-12-31 | $229k | 2.5k | 91.60 |
| 2013-06-30 | $451k | 5.5k | 82.49 |
| 2013-03-31 | $543k | 6.2k | 86.99 |
| 2012-12-31 | $541k | 6.0k | 89.54 |
| 2012-09-30 | $425k | 4.9k | 86.00 |
| 2012-06-30 | $598k | 7.0k | 84.92 |
| 2012-03-31 | $478k | 4.5k | 106.41 |