Caterpillar shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 6.8k | 391.11 |
| 2024-06-30 | $2.1M | 6.3k | 333.10 |
| 2024-03-31 | $2.8M | 7.5k | 366.43 |
| 2023-12-31 | $1.9M | 6.2k | 307.69 |
| 2023-09-30 | $1.7M | 6.1k | 272.98 |
| 2023-06-30 | $1.3M | 5.2k | 246.07 |
| 2023-03-31 | $1.1M | 4.7k | 228.85 |
| 2022-12-31 | $882k | 3.7k | 239.56 |
| 2022-09-30 | $456k | 2.8k | 163.91 |
| 2022-06-30 | $504k | 2.9k | 172.25 |
| 2022-03-31 | $521k | 2.3k | 227.91 |
| 2021-12-31 | $518k | 2.3k | 222.60 |
| 2021-09-30 | $467k | 2.4k | 192.50 |
| 2021-06-30 | $451k | 2.1k | 217.35 |
| 2021-03-31 | $482k | 2.1k | 230.51 |
| 2020-12-31 | $438k | 2.3k | 194.06 |
| 2020-09-30 | $307k | 2.0k | 150.12 |
| 2020-06-30 | $261k | 2.0k | 127.63 |
| 2020-03-31 | $231k | 2.1k | 111.11 |
| 2019-12-31 | $278k | 1.9k | 148.19 |
| 2019-09-30 | $240k | 2.0k | 120.12 |
| 2019-06-30 | $255k | 1.9k | 135.42 |
| 2019-03-31 | $234k | 1.7k | 135.42 |
| 2018-12-31 | $228k | 1.7k | 131.94 |
| 2018-09-30 | $252k | 1.7k | 152.27 |
More positions owned by Foundations Investment Advisors
View all positions for Foundations Investment Advisors