Caterpillar shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.0M | 16k | 366.42 |
| 2023-12-31 | $5.0M | 17k | 295.67 |
| 2023-09-30 | $4.2M | 15k | 273.00 |
| 2023-06-30 | $3.6M | 15k | 246.04 |
| 2023-03-31 | $2.5M | 11k | 228.83 |
| 2022-12-31 | $2.6M | 11k | 239.56 |
| 2022-09-30 | $1.7M | 10k | 164.06 |
| 2022-06-30 | $1.8M | 10k | 178.82 |
| 2022-03-31 | $1.0M | 4.6k | 222.71 |
| 2020-12-31 | $1.1M | 5.9k | 182.00 |
| 2020-09-30 | $47k | 315 | 149.21 |
More positions owned by Cary Street Partner Investment Advisory
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