Caterpillar shares owned by Financial Advisory Service
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 15k | 477.14 |
| 2025-06-30 | $5.8M | 15k | 388.22 |
| 2025-03-31 | $4.7M | 14k | 329.80 |
| 2024-12-31 | $5.0M | 14k | 362.77 |
| 2024-09-30 | $5.3M | 13k | 391.11 |
| 2024-06-30 | $4.4M | 13k | 333.09 |
| 2024-03-31 | $4.5M | 12k | 366.44 |
| 2023-12-31 | $3.6M | 12k | 295.67 |
| 2023-09-30 | $3.1M | 11k | 273.00 |
| 2023-06-30 | $2.7M | 11k | 246.05 |
| 2023-03-31 | $2.5M | 11k | 228.85 |
| 2022-12-31 | $2.7M | 11k | 239.56 |
| 2022-09-30 | $1.7M | 11k | 164.06 |
| 2022-06-30 | $1.6M | 9.0k | 178.77 |
| 2022-03-31 | $1.2M | 5.3k | 222.87 |
| 2021-12-31 | $893k | 4.3k | 206.62 |
| 2021-09-30 | $453k | 2.4k | 191.95 |
| 2021-06-30 | $427k | 2.0k | 217.86 |
| 2021-03-31 | $359k | 1.5k | 232.06 |
| 2020-12-31 | $290k | 1.6k | 181.93 |
| 2020-09-30 | $237k | 1.6k | 148.87 |
| 2019-12-31 | $232k | 1.6k | 147.86 |
| 2018-12-31 | $402k | 3.2k | 126.93 |
| 2018-09-30 | $551k | 3.6k | 152.46 |
| 2018-06-30 | $476k | 3.5k | 135.54 |
| 2018-03-31 | $517k | 3.5k | 147.25 |
| 2017-12-31 | $614k | 3.9k | 157.64 |
| 2017-09-30 | $483k | 3.9k | 124.68 |
| 2017-06-30 | $344k | 3.2k | 107.47 |
| 2017-03-31 | $294k | 3.2k | 92.72 |
| 2016-12-31 | $297k | 3.2k | 92.75 |
More positions owned by Financial Advisory Service
View all positions for Financial Advisory Service