Caterpillar shares owned by Carson Advisory
Historical chart of Carson Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 538 | 477.15 |
| 2025-06-30 | $207k | 533 | 388.21 |
| 2024-09-30 | $991k | 2.5k | 391.10 |
| 2024-06-30 | $820k | 2.5k | 333.09 |
| 2024-03-31 | $1.0M | 2.9k | 366.46 |
| 2023-12-31 | $843k | 2.9k | 295.68 |
| 2023-09-30 | $778k | 2.9k | 273.01 |
| 2023-06-30 | $1.0M | 4.3k | 246.06 |
| 2023-03-31 | $975k | 4.3k | 228.85 |