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Caterpillar shares owned by Capital Advantage

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capital Advantage from 13F filings

Historical chart of Capital Advantage investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Capital Advantage consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Capital Advantage

Quarter filed Position value Share count Share price at filing
2024-12-31 $860k 2.4k 362.70
2021-03-31 $362k 1.6k 231.61
2020-12-31 $265k 1.4k 183.90