Caterpillar shares owned by Centerpoint Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Centerpoint Advisors
from 13F filings
Historical chart of Centerpoint Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Centerpoint Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $103k | 215 | 479.07 |
| 2025-06-30 | $83k | 215 | 386.05 |
| 2025-03-31 | $71k | 215 | 330.23 |
| 2024-12-31 | $78k | 215 | 362.79 |
| 2024-09-30 | $133k | 340 | 391.18 |
| 2024-06-30 | $113k | 340 | 332.35 |
| 2024-03-31 | $125k | 340 | 367.65 |
| 2023-12-31 | $101k | 340 | 297.06 |
| 2023-09-30 | $93k | 340 | 273.53 |
| 2023-06-30 | $84k | 340 | 247.06 |
| 2023-03-31 | $78k | 340 | 229.41 |
| 2022-12-31 | $81k | 340 | 238.24 |
| 2022-09-30 | $56k | 340 | 164.71 |
| 2022-06-30 | $88k | 490 | 179.59 |
| 2022-03-31 | $76k | 340 | 223.53 |
| 2021-12-31 | $70k | 340 | 205.88 |
| 2021-09-30 | $65k | 340 | 191.18 |
| 2021-06-30 | $89k | 407 | 218.67 |
| 2021-03-31 | $79k | 340 | 232.35 |
| 2020-12-31 | $62k | 340 | 182.35 |
| 2020-09-30 | $51k | 340 | 150.00 |
| 2020-06-30 | $43k | 340 | 126.47 |
| 2020-03-31 | $39k | 340 | 114.71 |
| 2019-12-31 | $71k | 484 | 146.69 |
| 2019-09-30 | $61k | 484 | 126.03 |
| 2019-06-30 | $66k | 484 | 136.36 |
| 2019-03-31 | $66k | 484 | 136.36 |
| 2018-12-31 | $62k | 484 | 128.10 |
| 2018-09-30 | $74k | 484 | 152.89 |
| 2018-06-30 | $73k | 540 | 135.19 |
| 2018-03-31 | $69k | 467 | 147.75 |
| 2017-12-31 | $40k | 252 | 158.73 |