Caterpillar shares owned by First Allied Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by First Allied Advisory Services
from 13F filings
Historical chart of First Allied Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by First Allied Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $4.6M | 31k | 149.15 |
| 2020-06-30 | $3.9M | 31k | 126.50 |
| 2020-03-31 | $3.7M | 32k | 116.06 |
| 2019-12-31 | $4.2M | 28k | 147.58 |
| 2019-09-30 | $3.9M | 31k | 126.53 |
| 2019-06-30 | $3.9M | 29k | 136.29 |
| 2019-03-31 | $3.9M | 29k | 135.67 |
| 2018-12-31 | $3.5M | 28k | 126.98 |
| 2018-09-30 | $2.8M | 18k | 152.50 |
| 2018-06-30 | $2.7M | 20k | 135.50 |
| 2018-03-31 | $3.6M | 24k | 147.09 |
| 2017-12-31 | $3.4M | 22k | 158.06 |
| 2017-09-30 | $3.1M | 25k | 123.81 |
| 2017-06-30 | $2.6M | 24k | 107.46 |
| 2017-03-31 | $2.1M | 22k | 92.74 |
| 2016-12-31 | $2.5M | 27k | 92.75 |
| 2016-09-30 | $2.1M | 24k | 88.77 |
| 2016-06-30 | $1.9M | 24k | 76.67 |
| 2016-03-31 | $1.9M | 24k | 77.35 |
| 2015-12-31 | $2.5M | 38k | 67.84 |
| 2015-09-30 | $2.4M | 36k | 65.85 |
| 2015-06-30 | $3.4M | 40k | 84.42 |
| 2015-03-31 | $3.8M | 47k | 80.03 |
| 2014-12-31 | $4.4M | 48k | 91.36 |
| 2014-09-30 | $4.8M | 49k | 99.05 |
| 2014-06-30 | $5.6M | 51k | 108.76 |
| 2014-03-31 | $5.2M | 52k | 99.22 |
| 2013-12-31 | $4.4M | 49k | 90.76 |
| 2013-09-30 | $7.9M | 96k | 82.84 |
| 2013-06-30 | $4.2M | 51k | 82.16 |
| 2013-03-31 | $3.1M | 35k | 86.89 |
| 2012-12-31 | $3.2M | 35k | 89.56 |
| 2012-09-30 | $2.8M | 33k | 86.13 |
More positions owned by First Allied Advisory Services
View all positions for First Allied Advisory Services