Caterpillar shares owned by CSM Advisors
Historical chart of CSM Advisors investment in Caterpillar
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All positions including Caterpillar held by CSM Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by CSM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35M | 72k | 477.16 |
| 2025-06-30 | $35M | 89k | 388.21 |
| 2025-03-31 | $8.5M | 26k | 329.79 |
| 2024-12-31 | $12M | 34k | 362.74 |
| 2024-09-30 | $13M | 34k | 390.99 |
| 2024-03-31 | $13M | 36k | 366.48 |