Caterpillar shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1000k | 2.1k | 477.12 |
| 2025-06-30 | $832k | 2.1k | 388.19 |
| 2025-03-31 | $538k | 1.6k | 329.77 |
| 2024-12-31 | $633k | 1.7k | 362.73 |
| 2024-09-30 | $464k | 1.2k | 391.08 |
| 2024-06-30 | $308k | 939 | 327.70 |
| 2023-06-30 | $67k | 272 | 246.04 |
| 2022-12-31 | $132k | 551 | 239.48 |