Caterpillar shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 3.7k | 570.57 |
| 2025-06-30 | $1.4M | 3.4k | 412.72 |
| 2025-03-31 | $745k | 2.4k | 307.38 |
| 2024-12-31 | $893k | 2.5k | 351.01 |
| 2024-09-30 | $1.2M | 3.0k | 388.43 |
| 2024-06-30 | $959k | 2.9k | 326.11 |
| 2024-03-31 | $926k | 2.5k | 363.74 |
More positions owned by Diversify Advisory Services
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