Caterpillar shares owned by Central Valley Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Central Valley Advisors
from 13F filings
Historical chart of Central Valley Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Central Valley Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $492k | 1.0k | 477.15 |
| 2025-06-30 | $379k | 977 | 388.21 |
| 2025-03-31 | $322k | 977 | 329.80 |
| 2024-12-31 | $345k | 952 | 362.76 |
| 2024-09-30 | $349k | 892 | 391.12 |
| 2024-06-30 | $311k | 892 | 349.12 |
| 2024-03-31 | $327k | 892 | 366.43 |
| 2023-12-31 | $265k | 895 | 295.67 |