Caterpillar shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $91k | 250 | 362.76 |
| 2024-09-30 | $98k | 250 | 391.12 |
| 2024-06-30 | $83k | 250 | 333.10 |
| 2024-03-31 | $109k | 296 | 366.43 |
| 2023-12-31 | $74k | 250 | 295.67 |
| 2023-09-30 | $72k | 263 | 273.00 |
| 2023-06-30 | $62k | 251 | 246.05 |
| 2023-03-31 | $57k | 251 | 228.84 |
| 2022-12-31 | $262k | 1.1k | 239.56 |
| 2022-09-30 | $180k | 1.1k | 164.38 |
| 2022-06-30 | $921k | 5.3k | 173.81 |
| 2022-03-31 | $1.2M | 5.4k | 222.80 |
| 2021-06-30 | $761k | 3.5k | 217.62 |
| 2021-03-31 | $333k | 1.4k | 232.06 |