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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |