Caterpillar shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by FRG Family Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 14k | 391.12 |
| 2024-06-30 | $4.8M | 15k | 326.44 |
| 2024-03-31 | $4.9M | 15k | 334.57 |
| 2023-12-31 | $4.4M | 15k | 295.67 |
| 2023-09-30 | $4.6M | 17k | 273.00 |
| 2023-06-30 | $4.2M | 17k | 246.05 |
| 2023-03-31 | $3.9M | 17k | 228.84 |
| 2022-12-31 | $4.0M | 17k | 239.56 |
| 2022-09-30 | $2.9M | 17k | 164.11 |
| 2022-06-30 | $3.1M | 18k | 178.77 |
| 2022-03-31 | $3.9M | 17k | 222.83 |
| 2021-12-31 | $3.6M | 17k | 206.77 |
| 2021-09-30 | $2.7M | 14k | 191.95 |
| 2021-06-30 | $3.1M | 14k | 217.61 |
| 2021-03-31 | $3.3M | 14k | 231.88 |
| 2020-12-31 | $2.6M | 14k | 181.99 |
| 2020-09-30 | $2.1M | 14k | 149.16 |
| 2020-06-30 | $1.8M | 14k | 126.50 |
| 2020-03-31 | $1.6M | 14k | 116.03 |
| 2019-12-31 | $2.2M | 15k | 147.68 |
| 2019-09-30 | $2.9M | 23k | 126.29 |
| 2019-06-30 | $3.4M | 25k | 136.29 |
| 2019-03-31 | $3.4M | 25k | 135.47 |
| 2018-12-31 | $2.9M | 23k | 127.08 |
| 2018-09-30 | $3.4M | 22k | 152.51 |
| 2018-06-30 | $2.8M | 21k | 135.68 |
| 2018-03-31 | $2.8M | 19k | 147.36 |
| 2017-12-31 | $2.9M | 19k | 157.58 |
| 2017-09-30 | $2.3M | 19k | 124.74 |
| 2017-06-30 | $2.0M | 19k | 107.45 |
| 2017-03-31 | $1.7M | 18k | 93.22 |
| 2016-12-31 | $1.4M | 15k | 92.72 |
| 2016-09-30 | $1.3M | 15k | 88.77 |
| 2016-06-30 | $1.1M | 15k | 75.83 |
| 2016-03-31 | $1.1M | 15k | 76.51 |
| 2015-12-31 | $1.1M | 16k | 67.98 |
More positions owned by FRG Family Wealth Advisors
View all positions for FRG Family Wealth Advisors