Caterpillar shares owned by Epic Trust Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Epic Trust Investment Advisors
from 13F filings
Historical chart of Epic Trust Investment Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Epic Trust Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Epic Trust Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $452k | 1.4k | 333.21 |
| 2024-03-31 | $488k | 1.3k | 366.51 |
| 2023-12-31 | $372k | 1.3k | 295.65 |
| 2023-09-30 | $348k | 1.3k | 273.03 |
| 2023-06-30 | $290k | 1.2k | 245.97 |
| 2023-03-31 | $264k | 1.2k | 228.87 |
| 2022-12-31 | $274k | 1.1k | 239.30 |
More positions owned by Epic Trust Investment Advisors
View all positions for Epic Trust Investment Advisors