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Caterpillar shares owned by Fairfield Financial Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fairfield Financial Advisors from 13F filings

Historical chart of Fairfield Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Fairfield Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Fairfield Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 5.9k 391.11
2024-06-30 $1.8M 5.5k 333.07
2023-12-31 $425k 1.4k 295.76
2023-09-30 $112k 409 273.00