Caterpillar shares owned by Continuum Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Continuum Advisory
from 13F filings
Historical chart of Continuum Advisory investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Continuum Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Continuum Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.6k | 477.15 |
| 2025-06-30 | $669k | 1.7k | 388.21 |
| 2025-03-31 | $446k | 1.4k | 329.80 |
| 2024-12-31 | $524k | 1.4k | 362.76 |
| 2024-09-30 | $450k | 1.2k | 387.36 |
| 2024-06-30 | $346k | 1.0k | 333.10 |
| 2024-03-31 | $357k | 1.0k | 351.78 |
| 2023-12-31 | $1.3M | 4.4k | 295.71 |
| 2023-09-30 | $1.3M | 4.9k | 273.00 |
| 2023-06-30 | $1.2M | 4.7k | 246.05 |
| 2023-03-31 | $1.1M | 4.7k | 228.84 |
| 2022-12-31 | $1.2M | 4.9k | 239.56 |
| 2022-09-30 | $1.4M | 8.4k | 164.03 |
| 2022-06-30 | $879k | 4.9k | 178.77 |
| 2022-03-31 | $1.1M | 5.0k | 210.46 |
| 2021-12-31 | $312k | 1.5k | 206.49 |
| 2021-09-30 | $289k | 1.5k | 191.77 |
| 2021-06-30 | $326k | 1.5k | 217.77 |
| 2021-03-31 | $313k | 1.3k | 232.71 |
| 2020-12-31 | $264k | 1.4k | 182.19 |
| 2020-09-30 | $214k | 1.5k | 146.37 |