Caterpillar shares owned by Cladis Investment Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cladis Investment Advisory
from 13F filings
Historical chart of Cladis Investment Advisory investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Cladis Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Cladis Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 5.0k | 477.16 |
| 2025-06-30 | $1.9M | 5.0k | 388.21 |
| 2025-03-31 | $1.6M | 5.0k | 329.79 |
| 2024-12-31 | $1.8M | 5.0k | 362.74 |
| 2024-09-30 | $2.1M | 5.3k | 391.09 |
| 2024-06-30 | $1.4M | 4.2k | 333.13 |
| 2024-03-31 | $1.5M | 4.2k | 366.45 |
| 2023-12-31 | $1.5M | 5.2k | 295.68 |
| 2023-09-30 | $1.4M | 5.3k | 273.00 |
| 2023-06-30 | $1.1M | 4.3k | 246.04 |
| 2023-03-31 | $1.2M | 5.4k | 228.82 |
| 2022-12-31 | $1.1M | 4.5k | 239.54 |
| 2022-09-30 | $736k | 4.5k | 164.18 |
| 2022-06-30 | $775k | 4.3k | 178.86 |
| 2022-03-31 | $999k | 4.5k | 222.84 |
| 2021-12-31 | $679k | 3.3k | 206.82 |
More positions owned by Cladis Investment Advisory
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