Caterpillar shares owned by Claris Advisors, Llc / Mo /
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Claris Advisors, Llc / Mo /
from 13F filings
Historical chart of Claris Advisors, Llc / Mo / investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Claris Advisors, Llc / Mo /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.7k | 388.21 |
| 2025-06-30 | $1.1M | 2.7k | 388.21 |
| 2025-03-31 | $964k | 2.9k | 329.80 |
| 2024-12-31 | $1.1M | 2.9k | 362.76 |
| 2024-09-30 | $988k | 2.5k | 391.12 |
| 2024-06-30 | $810k | 2.4k | 333.12 |
| 2024-03-31 | $883k | 2.4k | 366.43 |
| 2023-12-31 | $685k | 2.3k | 295.67 |
| 2023-09-30 | $632k | 2.3k | 273.00 |
| 2023-06-30 | $570k | 2.3k | 246.05 |
| 2023-03-31 | $530k | 2.3k | 228.84 |
| 2022-12-31 | $597k | 2.5k | 239.56 |
| 2022-09-30 | $407k | 2.5k | 164.18 |
| 2022-06-30 | $443k | 2.5k | 178.70 |
| 2022-03-31 | $552k | 2.5k | 222.67 |
| 2021-12-31 | $513k | 2.5k | 206.94 |
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