Caterpillar shares owned by Capital Directions Investment Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capital Directions Investment Advisory
from 13F filings
Historical chart of Capital Directions Investment Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Capital Directions Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $222k | 928 | 239.56 |
| 2022-09-30 | $0 | 0 | 0.00 |
| 2022-06-30 | $166k | 928 | 178.88 |
| 2022-03-31 | $207k | 928 | 223.06 |
| 2021-09-30 | $178k | 928 | 191.81 |
| 2021-06-30 | $202k | 928 | 217.67 |
| 2020-12-31 | $224k | 1.2k | 182.41 |
| 2020-09-30 | $183k | 1.2k | 149.02 |
| 2020-03-31 | $142k | 1.2k | 115.64 |
| 2019-12-31 | $181k | 1.2k | 147.39 |
| 2019-09-30 | $155k | 1.2k | 126.22 |
| 2018-06-30 | $4.0k | 28 | 142.86 |
More positions owned by Capital Directions Investment Advisory
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