Caterpillar shares owned by Frank, Rimerman Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Frank, Rimerman Advisors
from 13F filings
Historical chart of Frank, Rimerman Advisors investment in Caterpillar
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All positions including Caterpillar held by Frank, Rimerman Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Frank, Rimerman Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 4.7k | 477.15 |
| 2025-06-30 | $1.7M | 4.3k | 388.21 |
| 2025-03-31 | $1.8M | 5.3k | 329.80 |
| 2024-12-31 | $1.9M | 5.2k | 362.76 |
| 2024-09-30 | $4.5M | 12k | 391.12 |
| 2024-06-30 | $3.8M | 12k | 333.10 |