Caterpillar shares owned by Cardiff Park Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cardiff Park Advisors
from 13F filings
Historical chart of Cardiff Park Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Cardiff Park Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Cardiff Park Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 4.4k | 477.13 |
| 2025-06-30 | $1.7M | 4.4k | 388.24 |
| 2025-03-31 | $1.4M | 4.2k | 329.84 |
| 2024-12-31 | $1.5M | 4.3k | 362.73 |
| 2024-09-30 | $1.7M | 4.2k | 391.13 |
| 2024-06-30 | $1.4M | 4.2k | 333.11 |
| 2024-03-31 | $1.5M | 4.2k | 366.41 |
| 2023-12-31 | $1.2M | 4.2k | 295.67 |
| 2023-09-30 | $868k | 3.2k | 273.02 |
| 2023-06-30 | $779k | 3.2k | 246.06 |
| 2023-03-31 | $721k | 3.2k | 228.87 |
| 2022-12-31 | $752k | 3.1k | 239.55 |
| 2022-09-30 | $513k | 3.1k | 163.95 |
| 2022-06-30 | $569k | 3.2k | 178.76 |
| 2022-03-31 | $728k | 3.3k | 222.77 |
| 2021-12-31 | $658k | 3.2k | 206.66 |