Caterpillar shares owned by Helium Advisors
Historical chart of Helium Advisors investment in Caterpillar
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All positions including Caterpillar held by Helium Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Helium Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $201k | 420 | 477.68 |
| 2025-06-30 | $301k | 776 | 388.40 |
| 2025-03-31 | $256k | 776 | 329.69 |
| 2024-12-31 | $209k | 575 | 362.84 |