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
Download as csvQuarterly 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 |
More positions owned by CFS Investment Advisory Services
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