Caterpillar shares owned by Florida Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Florida Financial Advisors
from 13F filings
Historical chart of Florida Financial Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Florida Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Florida Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $325k | 679 | 478.05 |
| 2025-06-30 | $317k | 817 | 388.35 |
| 2025-03-31 | $249k | 758 | 328.90 |
| 2024-12-31 | $254k | 701 | 362.90 |
| 2024-09-30 | $230k | 588 | 391.36 |
More positions owned by Florida Financial Advisors
View all positions for Florida Financial Advisors