Caterpillar shares owned by Crewe Advisors
Historical chart of Crewe Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Crewe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $570k | 1.7k | 333.10 |
| 2024-03-31 | $606k | 1.7k | 366.43 |
| 2023-06-30 | $309k | 1.3k | 246.05 |
| 2023-03-31 | $332k | 1.5k | 228.84 |
| 2022-12-31 | $358k | 1.5k | 239.56 |
| 2022-09-30 | $72k | 437 | 164.76 |
| 2022-06-30 | $69k | 386 | 178.76 |
| 2022-03-31 | $29k | 131 | 221.37 |
| 2021-12-31 | $27k | 131 | 206.11 |
| 2021-09-30 | $6.0k | 31 | 193.55 |
| 2021-06-30 | $15k | 70 | 214.29 |
| 2021-03-31 | $25k | 107 | 233.64 |
| 2020-12-31 | $19k | 107 | 177.57 |
| 2020-09-30 | $17k | 113 | 150.44 |
| 2019-09-30 | $3.0k | 22 | 136.36 |
| 2019-06-30 | $25k | 183 | 136.61 |
| 2019-03-31 | $25k | 183 | 136.61 |
| 2018-12-31 | $23k | 183 | 125.68 |
| 2018-09-30 | $28k | 183 | 153.01 |