Caterpillar shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.1M | 14k | 362.75 |
| 2024-09-30 | $5.6M | 14k | 391.11 |
| 2024-06-30 | $5.2M | 16k | 333.10 |
| 2024-03-31 | $9.6M | 26k | 366.43 |
| 2023-12-31 | $4.7M | 16k | 295.67 |
| 2023-09-30 | $5.6M | 21k | 273.00 |
| 2023-06-30 | $3.3M | 13k | 246.05 |
| 2023-03-31 | $1.5M | 6.7k | 228.83 |
| 2022-12-31 | $1.7M | 7.2k | 239.57 |
| 2022-09-30 | $1.2M | 7.1k | 164.08 |
| 2022-06-30 | $850k | 4.8k | 178.72 |
| 2022-03-31 | $2.3M | 11k | 222.77 |
| 2021-12-31 | $2.3M | 11k | 206.73 |
| 2021-09-30 | $2.0M | 11k | 191.98 |
| 2021-06-30 | $3.8M | 17k | 217.66 |
| 2021-03-31 | $2.0M | 10k | 198.65 |
| 2020-12-31 | $1.9M | 10k | 182.02 |
| 2020-09-30 | $1.0M | 6.8k | 149.19 |
| 2020-06-30 | $806k | 6.4k | 126.57 |
| 2020-03-31 | $720k | 6.2k | 116.05 |
| 2019-12-31 | $1.0M | 7.1k | 147.66 |
| 2019-09-30 | $929k | 7.4k | 126.26 |
| 2019-06-30 | $1.0M | 7.5k | 136.29 |
| 2019-03-31 | $1.0M | 7.4k | 135.50 |
| 2018-12-31 | $367k | 7.0k | 52.58 |
| 2018-09-30 | $980k | 6.4k | 152.48 |
| 2018-06-30 | $869k | 6.4k | 136.23 |
| 2018-03-31 | $885k | 6.0k | 147.38 |
| 2017-12-31 | $780k | 4.9k | 157.62 |
More positions owned by Financial Advocates Investment Management
View all positions for Financial Advocates Investment Management