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Caterpillar shares owned by Capital Advisors

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

Historical chart of Capital Advisors investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Capital Advisors

Quarter filed Position value Share count Share price at filing
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