Caterpillar shares owned by Ballast Advisors
Historical chart of Ballast Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 677 | 477.15 |
| 2025-06-30 | $272k | 701 | 388.21 |
| 2025-03-31 | $231k | 701 | 329.80 |
| 2024-12-31 | $980k | 2.7k | 362.76 |
| 2024-09-30 | $1.1M | 2.7k | 391.12 |
| 2024-06-30 | $936k | 2.8k | 333.10 |
| 2024-03-31 | $1.0M | 2.9k | 366.43 |
| 2023-12-31 | $905k | 3.1k | 295.67 |
| 2023-09-30 | $862k | 3.2k | 273.00 |
| 2023-06-30 | $834k | 3.4k | 246.05 |
| 2023-03-31 | $776k | 3.4k | 228.84 |
| 2022-12-31 | $812k | 3.4k | 239.56 |
| 2022-09-30 | $563k | 3.4k | 164.14 |
| 2022-06-30 | $613k | 3.4k | 178.72 |
| 2022-03-31 | $764k | 3.4k | 222.74 |
| 2021-12-31 | $709k | 3.4k | 206.71 |
| 2021-09-30 | $658k | 3.4k | 191.84 |
| 2021-06-30 | $746k | 3.4k | 217.49 |
| 2021-03-31 | $885k | 3.8k | 231.98 |
| 2020-12-31 | $694k | 3.8k | 181.91 |
| 2020-09-30 | $512k | 3.4k | 149.27 |
| 2020-06-30 | $483k | 3.8k | 126.61 |
| 2020-03-31 | $431k | 3.7k | 116.02 |
| 2019-12-31 | $572k | 3.9k | 147.61 |