Great Valley Advisor Group »

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

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
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