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 csv
Download as Excel
Quarterly reported holdings in Caterpillar by Cladis Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 5.3k | 391.09 |
| 2024-06-30 | $1.4M | 4.2k | 333.13 |
| 2024-03-31 | $1.9M | 5.3k | 366.45 |
| 2023-12-31 | $1.5M | 5.2k | 295.68 |
| 2023-09-30 | $1.4M | 5.3k | 273.00 |
| 2023-06-30 | $1.3M | 5.3k | 246.04 |
| 2023-03-31 | $1.2M | 5.4k | 228.82 |
| 2022-12-31 | $1.3M | 5.5k | 239.58 |
| 2022-09-30 | $900k | 5.5k | 164.09 |
| 2022-06-30 | $953k | 5.3k | 178.76 |
| 2022-03-31 | $1.2M | 5.5k | 222.82 |
| 2021-12-31 | $679k | 3.3k | 206.82 |
More positions owned by Cladis Investment Advisory
View all positions for Cladis Investment Advisory