Caterpillar shares owned by Comprehensive Financial Consultants Institutional
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Comprehensive Financial Consultants Institutional
from 13F filings
Historical chart of Comprehensive Financial Consultants Institutional investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Comprehensive Financial Consultants Institutional
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $591k | 1.5k | 391.12 |
| 2024-06-30 | $503k | 1.5k | 333.10 |
| 2024-03-31 | $603k | 1.6k | 366.43 |
| 2023-12-31 | $447k | 1.5k | 295.67 |
| 2023-09-30 | $414k | 1.5k | 273.00 |
| 2023-06-30 | $387k | 1.5k | 257.46 |
| 2023-03-31 | $343k | 1.5k | 228.84 |
| 2022-12-31 | $382k | 1.5k | 255.07 |
| 2022-09-30 | $270k | 1.5k | 180.48 |
| 2022-06-30 | $261k | 1.5k | 174.47 |
| 2022-03-31 | $321k | 1.5k | 214.72 |
| 2021-12-31 | $279k | 1.5k | 186.62 |
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