Caterpillar shares owned by Bks Advisors
Historical chart of Bks Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-03-31 | $780k | 5.8k | 135.51 |
| 2018-12-31 | $815k | 6.4k | 127.01 |
| 2018-09-30 | $729k | 4.8k | 152.35 |
| 2018-06-30 | $735k | 5.4k | 135.61 |
| 2018-03-31 | $749k | 5.1k | 147.35 |
| 2017-12-31 | $796k | 5.1k | 157.59 |
| 2017-09-30 | $630k | 5.0k | 124.80 |
| 2017-06-30 | $580k | 5.4k | 107.37 |
| 2017-03-31 | $505k | 5.4k | 92.69 |
| 2016-12-31 | $509k | 5.5k | 92.80 |
| 2016-09-30 | $391k | 4.4k | 88.86 |
| 2016-06-30 | $371k | 4.9k | 75.79 |
| 2016-03-31 | $385k | 5.0k | 76.56 |
| 2015-12-31 | $301k | 4.4k | 68.05 |
| 2015-09-30 | $295k | 4.5k | 65.31 |
| 2015-06-30 | $368k | 4.3k | 84.87 |
| 2015-03-31 | $347k | 4.3k | 80.10 |