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Caterpillar shares owned by CFS Investment Advisory Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by CFS Investment Advisory Services from 13F filings

Historical chart of CFS Investment Advisory Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by CFS Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 2.2k 522.61
2025-06-30 $819k 2.1k 388.15
2025-03-31 $678k 2.1k 329.77
2024-12-31 $733k 2.0k 362.87
2024-09-30 $792k 2.0k 390.92
2024-06-30 $543k 1.6k 333.33
2022-03-31 $1.0k 228k 0.00