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Caterpillar shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $79M 236k 333.10
2024-03-31 $93M 253k 366.43
2023-09-30 $21M 75k 273.00
2023-06-30 $17M 71k 246.05
2023-03-31 $16M 70k 228.84
2022-12-31 $16M 66k 239.56
2022-09-30 $5.7M 35k 164.09
2022-06-30 $9.2M 52k 178.76
2022-03-31 $12M 52k 222.82
2021-12-31 $11M 52k 206.74
2021-09-30 $10M 54k 191.97
2021-06-30 $10M 48k 217.62
2021-03-31 $9.8M 42k 231.87
2020-12-31 $7.7M 42k 182.02
2020-09-30 $1.6M 11k 149.14
2020-06-30 $1.4M 11k 126.50
2020-03-31 $1.4M 12k 116.01
2019-12-31 $1.7M 12k 148.11
2019-09-30 $1.4M 11k 126.33
2019-06-30 $1.6M 12k 136.41
2019-03-31 $1.5M 11k 136.07
2018-12-31 $1.4M 11k 126.96
2018-09-30 $1.6M 11k 152.25
2018-06-30 $1.6M 12k 135.96
2018-03-31 $1.6M 11k 147.09
2017-12-31 $1.7M 11k 158.08
2017-09-30 $1.2M 9.9k 123.83
2017-06-30 $1.3M 12k 107.05
2017-03-31 $633k 6.8k 92.63
2016-12-31 $565k 6.1k 92.67
2016-09-30 $552k 6.2k 88.63
2016-06-30 $509k 6.7k 76.15
2016-03-31 $560k 7.3k 76.89
2015-12-31 $234k 3.4k 68.04