Caterpillar shares owned by Founders Financial Alliance
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Founders Financial Alliance
from 13F filings
Historical chart of Founders Financial Alliance investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Founders Financial Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.2k | 477.19 |
| 2025-06-30 | $1.3M | 3.2k | 388.22 |
| 2025-03-31 | $1.1M | 3.3k | 329.78 |
| 2024-12-31 | $1.1M | 3.0k | 362.71 |
| 2024-09-30 | $1.2M | 3.0k | 391.18 |
| 2024-06-30 | $1.1M | 3.3k | 333.13 |
| 2024-03-31 | $1.2M | 3.4k | 366.45 |
| 2023-12-31 | $589k | 2.0k | 295.67 |
| 2023-09-30 | $648k | 2.4k | 272.98 |
| 2023-06-30 | $810k | 3.3k | 246.06 |
| 2023-03-31 | $556k | 2.4k | 228.16 |
| 2022-12-31 | $784k | 3.3k | 239.58 |
| 2022-09-30 | $522k | 3.2k | 163.94 |
| 2022-06-30 | $1.0M | 5.8k | 178.69 |
| 2022-03-31 | $698k | 3.1k | 222.93 |
| 2021-12-31 | $643k | 3.1k | 206.82 |
| 2021-09-30 | $601k | 3.1k | 192.01 |
| 2021-06-30 | $682k | 3.1k | 220.00 |
| 2021-03-31 | $758k | 3.3k | 230.98 |
| 2020-12-31 | $534k | 3.0k | 180.00 |
| 2020-09-30 | $466k | 3.0k | 155.56 |
More positions owned by Founders Financial Alliance
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