Caterpillar shares owned by First Foundation Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 3.7k | 295.67 |
| 2023-09-30 | $1.3M | 4.7k | 273.00 |
| 2023-06-30 | $1.3M | 5.1k | 246.05 |
| 2023-03-31 | $1.1M | 4.8k | 228.83 |
| 2022-12-31 | $1.2M | 5.2k | 239.55 |
| 2022-09-30 | $858k | 5.2k | 164.02 |
| 2022-06-30 | $917k | 5.1k | 178.79 |
| 2022-03-31 | $1.2M | 5.6k | 222.82 |
| 2021-12-31 | $1.3M | 6.2k | 206.69 |
| 2021-09-30 | $1.2M | 6.2k | 191.91 |
| 2021-06-30 | $1.2M | 5.3k | 217.68 |
| 2021-03-31 | $1.1M | 4.8k | 231.83 |
| 2020-12-31 | $1.1M | 6.0k | 181.98 |
| 2020-09-30 | $868k | 5.8k | 149.09 |
| 2020-06-30 | $269k | 2.1k | 126.35 |
| 2020-03-31 | $302k | 2.6k | 115.93 |
| 2019-12-31 | $259k | 1.8k | 147.75 |
| 2019-09-30 | $397k | 3.1k | 126.27 |
| 2019-06-30 | $641k | 4.7k | 136.21 |
| 2019-03-31 | $610k | 4.5k | 135.56 |
| 2018-12-31 | $515k | 4.1k | 127.10 |
| 2018-09-30 | $529k | 3.5k | 152.54 |
| 2018-06-30 | $412k | 3.0k | 135.70 |
| 2018-03-31 | $267k | 1.8k | 147.35 |
| 2017-12-31 | $211k | 1.3k | 157.35 |
| 2017-09-30 | $214k | 1.7k | 124.93 |
| 2016-12-31 | $281k | 3.0k | 92.80 |
| 2016-09-30 | $244k | 2.7k | 88.82 |
| 2015-03-31 | $220k | 2.7k | 80.03 |
| 2014-06-30 | $225k | 2.1k | 108.49 |
| 2014-03-31 | $206k | 2.1k | 99.32 |
| 2013-12-31 | $241k | 2.7k | 90.84 |
| 2013-09-30 | $228k | 2.7k | 83.39 |
| 2013-06-30 | $290k | 3.5k | 82.60 |
| 2013-03-31 | $310k | 3.6k | 87.08 |
| 2012-12-31 | $326k | 3.6k | 89.63 |
| 2012-09-30 | $9.9M | 115k | 86.04 |
| 2012-06-30 | $10M | 119k | 84.91 |
| 2012-03-31 | $12M | 116k | 106.52 |
| 2011-12-31 | $9.9M | 109k | 90.60 |
| 2011-09-30 | $8.1M | 110k | 73.84 |
| 2011-06-30 | $343k | 3.2k | 106.52 |
| 2011-03-31 | $346k | 3.1k | 111.47 |
| 2010-12-31 | $217k | 2.3k | 93.53 |