Caterpillar shares owned by Certified Advisory Corp
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Certified Advisory Corp
from 13F filings
Historical chart of Certified Advisory Corp investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Certified Advisory Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $279k | 945 | 295.63 |
| 2023-09-30 | $230k | 841 | 273.00 |
| 2023-06-30 | $219k | 891 | 246.07 |
| 2023-03-31 | $291k | 1.3k | 228.86 |
| 2022-12-31 | $250k | 1.0k | 239.57 |
| 2022-06-30 | $3.0k | 14 | 214.29 |
| 2022-03-31 | $226k | 1.1k | 214.29 |
| 2021-09-30 | $3.0k | 14 | 214.29 |
| 2021-03-31 | $180k | 839 | 214.29 |
| 2020-06-30 | $74k | 520 | 142.86 |
| 2020-03-31 | $74k | 517 | 142.86 |
| 2019-12-31 | $73k | 514 | 142.86 |
| 2019-09-30 | $73k | 511 | 142.86 |
| 2019-06-30 | $67k | 494 | 135.63 |
| 2019-03-31 | $58k | 429 | 135.20 |
| 2018-12-31 | $50k | 390 | 128.21 |
| 2018-09-30 | $76k | 499 | 152.30 |
| 2018-06-30 | $52k | 385 | 135.06 |
| 2018-03-31 | $50k | 339 | 147.49 |
| 2017-12-31 | $39k | 251 | 155.38 |