Caterpillar shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $957k | 2.4k | 393.95 |
| 2024-06-30 | $1.5M | 4.5k | 333.11 |
| 2024-03-31 | $1.6M | 4.4k | 366.41 |
| 2023-12-31 | $1.4M | 4.6k | 295.66 |
| 2023-09-30 | $1.4M | 5.7k | 246.05 |
| 2023-06-30 | $1.4M | 5.8k | 246.05 |
| 2023-03-31 | $1.4M | 6.3k | 228.85 |
| 2022-12-31 | $1.5M | 6.1k | 239.55 |
| 2022-09-30 | $1.0M | 6.1k | 164.04 |
| 2022-06-30 | $1.1M | 6.0k | 178.21 |
| 2022-03-31 | $1.3M | 5.7k | 222.75 |
| 2021-12-31 | $950k | 4.6k | 206.66 |
| 2021-09-30 | $799k | 4.2k | 191.88 |
| 2021-06-30 | $923k | 4.2k | 217.59 |
| 2021-03-31 | $1.1M | 4.6k | 231.85 |
| 2020-12-31 | $965k | 5.3k | 182.04 |
| 2020-09-30 | $701k | 4.7k | 149.09 |
| 2020-06-30 | $429k | 3.4k | 126.59 |
| 2020-03-31 | $383k | 3.3k | 116.03 |
| 2019-12-31 | $789k | 5.3k | 150.00 |
| 2019-09-30 | $601k | 4.8k | 125.00 |
| 2019-06-30 | $580k | 4.6k | 125.00 |
| 2019-03-31 | $823k | 6.1k | 135.64 |
More positions owned by Coastal Investment Advisors
View all positions for Coastal Investment Advisors