Caterpillar shares owned by Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Financial Advisors
from 13F filings
Historical chart of Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $520k | 1.1k | 477.15 |
| 2025-06-30 | $423k | 1.1k | 388.21 |
| 2025-03-31 | $360k | 1.1k | 329.80 |
| 2024-12-31 | $395k | 1.1k | 362.76 |
| 2024-09-30 | $426k | 1.1k | 391.12 |
| 2024-06-30 | $376k | 1.1k | 333.10 |
| 2024-03-31 | $414k | 1.1k | 366.43 |
| 2023-12-31 | $334k | 1.1k | 295.67 |
| 2023-09-30 | $309k | 1.1k | 273.00 |
| 2023-06-30 | $278k | 1.1k | 246.05 |