Caterpillar shares owned by Capital Advisors
Historical chart of Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.2k | 477.21 |
| 2025-06-30 | $1.2M | 3.2k | 388.18 |
| 2025-03-31 | $1.2M | 3.7k | 329.79 |
| 2024-12-31 | $1.1M | 3.0k | 362.78 |
| 2024-09-30 | $1.1M | 2.9k | 391.16 |
| 2024-06-30 | $1.0M | 3.0k | 333.15 |
| 2024-03-31 | $1.0M | 2.8k | 366.43 |
| 2023-12-31 | $762k | 2.6k | 295.63 |
| 2023-09-30 | $834k | 3.1k | 273.04 |
| 2023-06-30 | $628k | 2.6k | 246.01 |
| 2023-03-31 | $522k | 2.3k | 228.80 |
| 2022-12-31 | $489k | 2.0k | 239.52 |
| 2022-09-30 | $452k | 2.5k | 178.09 |
| 2022-06-30 | $390k | 2.2k | 178.74 |
| 2022-03-31 | $428k | 1.9k | 223.03 |
| 2021-12-31 | $347k | 1.7k | 206.79 |
| 2021-09-30 | $300k | 1.6k | 191.94 |
| 2021-06-30 | $331k | 1.5k | 217.48 |
| 2021-03-31 | $281k | 1.2k | 231.66 |
| 2020-12-31 | $212k | 1.2k | 182.29 |
| 2020-09-30 | $579k | 3.9k | 149.07 |
| 2020-06-30 | $516k | 3.8k | 134.31 |
| 2020-03-31 | $21M | 177k | 116.04 |
| 2019-12-31 | $15M | 101k | 147.68 |
| 2019-09-30 | $12M | 86k | 136.29 |
| 2019-06-30 | $12M | 86k | 136.29 |
| 2019-03-31 | $365k | 2.7k | 135.39 |
| 2018-12-31 | $455k | 3.6k | 127.13 |
| 2018-09-30 | $421k | 2.8k | 152.43 |
| 2018-06-30 | $375k | 2.8k | 135.77 |
| 2018-03-31 | $407k | 2.8k | 147.36 |
| 2017-12-31 | $451k | 2.9k | 157.69 |
| 2017-09-30 | $344k | 2.8k | 124.64 |
| 2017-06-30 | $307k | 2.9k | 107.34 |
| 2017-03-31 | $265k | 2.9k | 92.66 |
| 2016-12-31 | $265k | 2.9k | 92.66 |
| 2016-09-30 | $274k | 3.1k | 88.77 |
| 2016-06-30 | $300k | 4.0k | 75.81 |
| 2016-03-31 | $303k | 4.0k | 76.54 |
| 2015-06-30 | $234k | 2.8k | 84.82 |
| 2015-03-31 | $221k | 2.8k | 80.03 |
| 2014-12-31 | $253k | 2.8k | 91.53 |
| 2014-09-30 | $273k | 2.8k | 99.03 |
| 2014-06-30 | $300k | 2.8k | 108.67 |
| 2014-03-31 | $274k | 2.8k | 99.37 |
| 2013-12-31 | $251k | 2.8k | 90.81 |
| 2013-09-30 | $230k | 2.8k | 83.40 |
| 2013-06-30 | $228k | 2.8k | 82.49 |