Caterpillar shares owned by Fi3 FINANCIAL ADVISORS
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fi3 FINANCIAL ADVISORS
from 13F filings
Historical chart of Fi3 FINANCIAL ADVISORS investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Fi3 FINANCIAL ADVISORS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $640k | 1.3k | 477.09 |
| 2025-06-30 | $521k | 1.3k | 388.16 |
| 2025-03-31 | $439k | 1.3k | 329.85 |
| 2024-12-31 | $481k | 1.3k | 362.64 |
| 2024-09-30 | $528k | 1.4k | 391.02 |
| 2024-03-31 | $306k | 910 | 336.58 |
| 2023-12-31 | $255k | 864 | 295.59 |
| 2023-09-30 | $791k | 2.9k | 272.98 |