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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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
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