Caterpillar shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $280k | 396 | 707.96 |
| 2025-12-31 | $21k | 37 | 572.86 |
| 2025-09-30 | $18k | 37 | 477.14 |
| 2025-06-30 | $14k | 37 | 388.22 |
| 2025-03-31 | $12k | 37 | 329.81 |
| 2024-12-31 | $13k | 37 | 362.76 |
| 2024-09-30 | $15k | 37 | 391.14 |
| 2024-06-30 | $12k | 37 | 333.11 |
| 2024-03-31 | $14k | 37 | 366.41 |
| 2023-12-31 | $22k | 74 | 295.68 |
| 2023-09-30 | $10k | 37 | 273.00 |
| 2020-09-30 | $21k | 145 | 144.83 |