Caterpillar shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $537k | 1.1k | 477.02 |
| 2025-06-30 | $440k | 1.1k | 388.07 |
| 2025-03-31 | $417k | 1.3k | 329.93 |
| 2024-12-31 | $474k | 1.3k | 362.87 |
| 2024-09-30 | $518k | 1.3k | 391.21 |
| 2024-06-30 | $458k | 1.4k | 333.07 |
| 2024-03-31 | $543k | 1.5k | 366.35 |
| 2023-12-31 | $482k | 1.6k | 295.75 |
| 2023-09-30 | $468k | 1.7k | 273.02 |
| 2023-06-30 | $437k | 1.8k | 246.03 |
| 2023-03-31 | $402k | 1.8k | 228.78 |
| 2022-12-31 | $421k | 1.8k | 239.60 |
| 2022-09-30 | $288k | 1.8k | 164.10 |
| 2022-06-30 | $352k | 2.0k | 178.50 |
| 2022-03-31 | $439k | 2.0k | 222.73 |
| 2021-12-31 | $292k | 1.4k | 206.80 |
| 2021-09-30 | $271k | 1.4k | 191.93 |
| 2021-06-30 | $294k | 1.4k | 217.46 |
| 2021-03-31 | $289k | 1.2k | 231.76 |
| 2020-12-31 | $218k | 1.2k | 181.67 |