Caterpillar shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in Caterpillar
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All positions including Caterpillar held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $279k | 585 | 477.42 |
| 2023-03-31 | $19k | 81 | 228.84 |
| 2022-12-31 | $19k | 81 | 239.56 |