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
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Quarterly reported holdings in Caterpillar by Capital Advantage
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.3k | 477.14 |
| 2025-06-30 | $879k | 2.3k | 388.19 |
| 2025-03-31 | $860k | 2.4k | 362.70 |
| 2024-12-31 | $860k | 2.4k | 362.70 |
| 2021-03-31 | $362k | 1.6k | 231.61 |
| 2020-12-31 | $265k | 1.4k | 183.90 |