Caterpillar shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $14M | 38k | 362.76 |
| 2024-09-30 | $15M | 38k | 391.12 |
| 2024-06-30 | $13M | 38k | 333.10 |
| 2024-03-31 | $14M | 39k | 366.43 |
| 2023-12-31 | $11M | 38k | 295.67 |
| 2023-09-30 | $11M | 39k | 273.00 |
| 2023-06-30 | $17M | 67k | 246.05 |
| 2023-03-31 | $14M | 62k | 228.84 |
| 2022-12-31 | $9.7M | 41k | 239.56 |
| 2022-09-30 | $6.7M | 41k | 164.08 |
| 2022-06-30 | $7.3M | 41k | 178.76 |
| 2022-03-31 | $9.2M | 41k | 222.81 |
| 2021-12-31 | $8.4M | 41k | 206.73 |
| 2021-09-30 | $7.6M | 39k | 191.98 |
| 2021-06-30 | $8.7M | 40k | 217.63 |
| 2021-03-31 | $9.4M | 40k | 231.88 |
| 2020-12-31 | $19M | 105k | 182.02 |
| 2020-09-30 | $15M | 101k | 149.15 |
| 2020-06-30 | $12M | 96k | 126.51 |
| 2020-03-31 | $10M | 87k | 116.04 |
| 2019-12-31 | $12M | 78k | 147.68 |
| 2019-09-30 | $9.3M | 74k | 126.31 |
| 2019-06-30 | $9.0M | 66k | 136.29 |
| 2019-03-31 | $3.1M | 23k | 135.47 |
| 2018-12-31 | $2.9M | 22k | 127.08 |
| 2018-09-30 | $3.5M | 23k | 152.48 |
| 2018-06-30 | $3.1M | 23k | 135.67 |
| 2018-03-31 | $3.4M | 23k | 147.36 |
| 2017-12-31 | $3.8M | 24k | 157.56 |
| 2017-09-30 | $3.0M | 24k | 124.70 |
| 2017-06-30 | $2.8M | 26k | 107.47 |
| 2017-03-31 | $2.4M | 26k | 92.75 |
| 2016-12-31 | $2.3M | 25k | 92.73 |
| 2016-09-30 | $2.3M | 25k | 88.75 |
| 2016-06-30 | $1.8M | 24k | 75.80 |
| 2016-03-31 | $1.5M | 19k | 76.56 |
| 2015-12-31 | $1.2M | 18k | 67.94 |
| 2015-09-30 | $1.3M | 20k | 65.34 |
| 2015-06-30 | $1.7M | 20k | 84.81 |
| 2015-03-31 | $1.8M | 20k | 91.53 |
| 2014-12-31 | $1.8M | 20k | 91.53 |
| 2014-09-30 | $1.8M | 19k | 99.02 |
| 2014-06-30 | $2.0M | 18k | 108.68 |
| 2014-03-31 | $1.9M | 19k | 99.37 |
| 2013-12-31 | $1.6M | 18k | 90.83 |
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