Caterpillar shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 10k | 391.17 |
| 2024-06-30 | $4.8M | 14k | 333.08 |
| 2024-03-31 | $5.1M | 14k | 366.41 |
| 2023-12-31 | $4.7M | 16k | 295.63 |
| 2023-09-30 | $4.7M | 17k | 273.00 |
| 2023-06-30 | $3.4M | 14k | 246.04 |
| 2023-03-31 | $2.9M | 13k | 228.85 |
| 2022-12-31 | $2.0M | 8.3k | 239.53 |
| 2022-09-30 | $1.5M | 9.4k | 164.11 |
| 2022-06-30 | $1.6M | 9.1k | 178.79 |
| 2022-03-31 | $1.5M | 6.8k | 215.65 |
| 2021-12-31 | $1.3M | 6.7k | 199.82 |
| 2021-09-30 | $1.3M | 6.6k | 192.02 |
| 2021-06-30 | $3.5M | 16k | 220.41 |
| 2021-03-31 | $3.4M | 15k | 231.90 |
| 2020-12-31 | $982k | 5.4k | 181.99 |
| 2020-09-30 | $806k | 5.4k | 149.29 |
| 2020-06-30 | $698k | 5.5k | 126.52 |
| 2020-03-31 | $387k | 3.3k | 115.94 |
| 2019-12-31 | $816k | 5.5k | 147.67 |
| 2019-09-30 | $654k | 5.2k | 126.38 |
| 2019-06-30 | $1.0M | 7.5k | 136.28 |
| 2019-03-31 | $1.0M | 7.6k | 135.55 |
| 2018-12-31 | $939k | 8.1k | 115.94 |
More positions owned by Great Valley Advisor Group
View all positions for Great Valley Advisor Group