Caterpillar shares owned by Fortitude Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fortitude Advisory Group
from 13F filings
Historical chart of Fortitude Advisory Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Fortitude Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $418k | 876 | 477.30 |
| 2025-06-30 | $273k | 703 | 388.36 |
| 2025-03-31 | $201k | 693 | 290.26 |
| 2024-12-31 | $269k | 741 | 362.89 |
| 2024-09-30 | $273k | 698 | 391.27 |
| 2024-06-30 | $274k | 823 | 333.21 |
| 2024-03-31 | $348k | 948 | 366.54 |
| 2023-12-31 | $286k | 966 | 295.75 |
| 2023-09-30 | $264k | 966 | 273.08 |
| 2023-06-30 | $229k | 930 | 246.12 |
| 2023-03-31 | $408k | 1.8k | 228.82 |
| 2022-12-31 | $420k | 1.8k | 239.54 |
| 2022-09-30 | $267k | 1.6k | 163.80 |
| 2022-06-30 | $260k | 1.5k | 178.45 |
| 2022-03-31 | $336k | 1.5k | 222.52 |
| 2021-12-31 | $312k | 1.5k | 206.62 |