Caterpillar shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.4M | 9.4k | 362.74 |
| 2024-09-30 | $4.5M | 11k | 391.11 |
| 2024-06-30 | $3.0M | 9.1k | 333.12 |
| 2024-03-31 | $3.5M | 9.6k | 366.42 |
| 2023-12-31 | $3.3M | 11k | 295.67 |
| 2023-09-30 | $2.2M | 8.2k | 273.00 |
| 2023-06-30 | $678k | 2.8k | 246.02 |
| 2023-03-31 | $1.5M | 6.4k | 228.85 |
| 2022-12-31 | $971k | 4.1k | 239.55 |
| 2022-09-30 | $753k | 4.6k | 163.98 |
| 2022-06-30 | $691k | 3.9k | 178.65 |
| 2022-03-31 | $830k | 3.7k | 222.88 |
| 2021-12-31 | $593k | 2.9k | 206.69 |
| 2021-09-30 | $529k | 2.8k | 192.08 |
| 2021-06-30 | $1.2M | 5.4k | 217.68 |
| 2021-03-31 | $1.1M | 4.6k | 231.80 |
| 2020-12-31 | $209k | 1.1k | 182.37 |
More positions owned by Gladstone Institutional Advisory
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