Caterpillar shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 10k | 477.17 |
| 2025-06-30 | $3.9M | 9.9k | 390.91 |
| 2025-03-31 | $4.5M | 13k | 334.66 |
| 2024-12-31 | $2.8M | 7.6k | 363.78 |
| 2024-09-30 | $3.0M | 7.7k | 387.95 |
| 2024-06-30 | $2.6M | 7.9k | 326.06 |
| 2024-03-31 | $3.1M | 8.2k | 379.29 |
| 2023-12-31 | $2.6M | 8.8k | 295.66 |
| 2023-09-30 | $2.7M | 9.7k | 272.84 |
| 2023-06-30 | $2.6M | 10k | 255.61 |
| 2023-03-31 | $2.0M | 8.8k | 228.83 |
| 2022-12-31 | $2.2M | 9.1k | 244.34 |
| 2022-09-30 | $1.4M | 8.7k | 164.11 |
| 2022-06-30 | $1.8M | 9.9k | 178.72 |
| 2022-03-31 | $2.2M | 9.9k | 222.78 |
| 2021-12-31 | $1.3M | 6.2k | 206.76 |
| 2021-09-30 | $1.2M | 6.4k | 191.95 |
| 2021-06-30 | $1.5M | 6.8k | 217.62 |
| 2021-03-31 | $2.0M | 8.5k | 231.87 |
| 2020-12-31 | $1.5M | 8.1k | 182.03 |
| 2020-09-30 | $1.1M | 7.4k | 148.98 |
| 2020-06-30 | $541k | 3.8k | 143.54 |
| 2020-03-31 | $379k | 3.6k | 105.31 |
| 2019-12-31 | $469k | 3.4k | 137.13 |
More positions owned by Capital Asset Advisory Services
View all positions for Capital Asset Advisory Services