Caterpillar shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Caterpillar
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All positions including Caterpillar held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $176k | 452 | 388.21 |
| 2025-03-31 | $148k | 448 | 329.80 |
| 2024-12-31 | $171k | 471 | 362.76 |
| 2024-09-30 | $173k | 443 | 391.12 |
| 2024-06-30 | $148k | 443 | 333.10 |
| 2024-03-31 | $162k | 443 | 366.43 |
| 2023-12-31 | $131k | 443 | 295.67 |
| 2023-09-30 | $149k | 546 | 272.85 |
| 2023-06-30 | $134k | 545 | 246.15 |
| 2023-03-31 | $124k | 542 | 228.69 |