Caterpillar shares owned by California Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by California Capital Advisors
from 13F filings
Historical chart of California Capital Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by California Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by California Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 9.0k | 477.15 |
| 2025-06-30 | $4.4M | 11k | 388.21 |
| 2025-03-31 | $3.4M | 10k | 329.79 |
| 2024-12-31 | $3.5M | 9.6k | 362.75 |
| 2024-09-30 | $3.8M | 9.8k | 391.10 |
| 2024-06-30 | $3.6M | 11k | 333.11 |
| 2024-03-31 | $6.0M | 16k | 366.44 |
| 2023-12-31 | $5.0M | 17k | 295.67 |
| 2023-09-30 | $5.9M | 22k | 272.99 |
| 2023-06-30 | $5.5M | 22k | 246.05 |
| 2023-03-31 | $5.1M | 22k | 228.84 |
| 2022-12-31 | $6.7M | 28k | 239.56 |
| 2022-09-30 | $4.9M | 30k | 164.06 |
| 2022-06-30 | $5.5M | 31k | 178.76 |
| 2022-03-31 | $7.0M | 31k | 222.83 |
| 2021-12-31 | $6.5M | 32k | 206.75 |
| 2021-09-30 | $6.0M | 31k | 191.96 |
| 2021-06-30 | $6.7M | 31k | 217.63 |
| 2021-03-31 | $7.1M | 30k | 231.88 |
| 2020-12-31 | $5.0M | 28k | 182.02 |
| 2020-09-30 | $5.1M | 34k | 149.15 |
| 2020-06-30 | $4.3M | 34k | 126.50 |
| 2020-03-31 | $2.8M | 24k | 116.03 |
| 2019-12-31 | $3.4M | 23k | 147.66 |
| 2019-09-30 | $3.0M | 24k | 126.32 |
| 2019-06-30 | $3.6M | 26k | 136.30 |
| 2019-03-31 | $3.6M | 27k | 135.49 |
| 2018-12-31 | $3.9M | 31k | 127.06 |
| 2018-09-30 | $2.9M | 19k | 152.50 |
| 2018-06-30 | $2.6M | 19k | 135.69 |
| 2018-03-31 | $2.2M | 15k | 147.36 |
| 2017-12-31 | $2.2M | 14k | 157.62 |
| 2017-09-30 | $1.5M | 12k | 124.72 |
| 2017-06-30 | $1.3M | 12k | 107.42 |
| 2017-03-31 | $1.1M | 12k | 92.75 |
More positions owned by California Capital Advisors
View all positions for California Capital Advisors