Caterpillar shares owned by Fiduciary Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fiduciary Financial Group
from 13F filings
Historical chart of Fiduciary Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Fiduciary Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $532k | 1.1k | 477.15 |
| 2025-06-30 | $748k | 1.9k | 390.92 |
| 2025-03-31 | $305k | 1.1k | 289.16 |
| 2024-12-31 | $642k | 1.8k | 351.00 |
| 2024-09-30 | $721k | 1.9k | 387.96 |
| 2024-06-30 | $655k | 1.8k | 360.58 |