Caterpillar shares owned by COFG Advisors
Historical chart of COFG Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by COFG Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by COFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $691k | 976 | 708.33 |
| 2025-12-31 | $578k | 1.0k | 572.99 |