Caterpillar shares owned by Ballew Advisors
Historical chart of Ballew Advisors investment in Caterpillar
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All positions including Caterpillar held by Ballew Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Ballew Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $443k | 840 | 527.78 |
| 2025-06-30 | $338k | 849 | 398.01 |
| 2025-03-31 | $258k | 878 | 293.45 |
| 2024-12-31 | $285k | 787 | 362.36 |
| 2024-09-30 | $313k | 791 | 396.13 |
| 2024-06-30 | $278k | 805 | 345.76 |
| 2024-03-31 | $299k | 804 | 372.14 |
| 2023-12-31 | $235k | 816 | 287.32 |
| 2023-09-30 | $225k | 850 | 265.06 |
| 2023-06-30 | $215k | 849 | 252.87 |
| 2023-03-31 | $205k | 849 | 241.89 |
| 2022-12-31 | $216k | 847 | 255.00 |
| 2022-03-31 | $207k | 947 | 218.59 |
| 2018-09-30 | $102k | 888 | 114.86 |
| 2018-06-30 | $130k | 958 | 135.70 |
| 2018-03-31 | $121k | 823 | 147.02 |