Caterpillar shares owned by Delta Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Delta Financial Advisors
from 13F filings
Historical chart of Delta Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Delta Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $255k | 653 | 391.12 |
| 2024-06-30 | $218k | 653 | 333.10 |
| 2024-03-31 | $239k | 653 | 366.43 |
| 2019-12-31 | $301k | 2.0k | 147.91 |
| 2019-09-30 | $257k | 2.0k | 126.29 |
| 2019-06-30 | $291k | 2.1k | 136.30 |