Caterpillar shares owned by Fermata Advisors
Historical chart of Fermata Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 464 | 477.30 |
| 2025-06-30 | $215k | 553 | 388.02 |
| 2025-03-31 | $783k | 2.4k | 329.76 |
| 2024-12-31 | $664k | 1.8k | 362.79 |