Caterpillar shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 23k | 477.15 |
| 2025-06-30 | $8.9M | 23k | 388.21 |
| 2025-03-31 | $7.2M | 22k | 329.80 |
| 2024-12-31 | $9.3M | 26k | 362.76 |
| 2024-09-30 | $8.5M | 22k | 391.12 |
| 2024-06-30 | $6.5M | 20k | 333.10 |
| 2024-03-31 | $5.7M | 16k | 366.43 |
| 2023-12-31 | $4.9M | 17k | 295.66 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors