Caterpillar shares owned by Finivi
Historical chart of Finivi investment in Caterpillar
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All positions including Caterpillar held by Finivi consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Finivi
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $631k | 1.3k | 477.25 |
| 2025-06-30 | $505k | 1.3k | 388.16 |
| 2025-03-31 | $423k | 1.3k | 329.80 |
| 2024-12-31 | $417k | 1.1k | 362.71 |
| 2024-09-30 | $436k | 1.1k | 390.97 |
| 2024-06-30 | $374k | 1.1k | 333.12 |
| 2024-03-31 | $405k | 1.1k | 366.41 |
| 2023-12-31 | $333k | 1.1k | 295.61 |