Caterpillar shares owned by Claro Advisors
Historical chart of Claro Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $247k | 518 | 476.91 |
| 2025-06-30 | $209k | 538 | 388.41 |
| 2025-03-31 | $453k | 1.4k | 329.90 |
| 2024-12-31 | $487k | 1.3k | 362.67 |
| 2024-09-30 | $304k | 12k | 25.04 |
| 2024-06-30 | $539k | 1.6k | 333.11 |
| 2024-03-31 | $592k | 1.6k | 366.49 |
| 2023-12-31 | $386k | 1.3k | 295.77 |
| 2023-09-30 | $363k | 1.3k | 272.94 |
| 2023-06-30 | $298k | 1.2k | 246.10 |
| 2023-03-31 | $214k | 934 | 228.88 |
| 2022-12-31 | $237k | 989 | 239.64 |
| 2019-12-31 | $239k | 1.6k | 147.44 |
| 2019-09-30 | $202k | 1.6k | 126.01 |
| 2019-06-30 | $319k | 2.3k | 136.27 |
| 2019-03-31 | $307k | 2.3k | 135.72 |
| 2018-12-31 | $309k | 2.0k | 152.37 |