Caterpillar shares owned by Guardian Asset Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Guardian Asset Advisors
from 13F filings
Historical chart of Guardian Asset Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Guardian Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $931k | 2.0k | 477.17 |
| 2025-06-30 | $751k | 1.9k | 388.31 |
| 2025-03-31 | $640k | 1.9k | 329.84 |
| 2024-12-31 | $693k | 1.9k | 362.74 |
| 2024-09-30 | $747k | 1.9k | 391.05 |
| 2024-06-30 | $638k | 1.9k | 333.00 |
| 2024-03-31 | $717k | 2.0k | 366.44 |
| 2023-12-31 | $578k | 2.0k | 295.78 |