Caterpillar shares owned by IFG Advisory
Historical chart of IFG Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by IFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 5.5k | 477.11 |
| 2025-06-30 | $2.2M | 5.6k | 388.24 |
| 2025-03-31 | $1.7M | 5.2k | 329.82 |
| 2024-12-31 | $1.9M | 5.4k | 362.73 |
| 2024-06-30 | $979k | 2.9k | 333.13 |
| 2023-12-31 | $754k | 2.6k | 295.72 |
| 2023-09-30 | $677k | 2.5k | 273.02 |
| 2023-03-31 | $563k | 2.5k | 228.84 |
| 2022-12-31 | $589k | 2.5k | 239.63 |
| 2022-09-30 | $448k | 2.7k | 163.86 |
| 2022-06-30 | $471k | 2.6k | 178.27 |
| 2022-03-31 | $560k | 2.5k | 222.49 |
| 2021-12-31 | $442k | 2.1k | 206.45 |
| 2021-09-30 | $583k | 3.0k | 191.97 |
| 2021-06-30 | $648k | 3.0k | 217.38 |
| 2021-03-31 | $650k | 2.8k | 231.81 |
| 2020-12-31 | $453k | 2.5k | 182.00 |
| 2020-09-30 | $366k | 2.5k | 148.90 |
| 2020-06-30 | $299k | 2.4k | 126.43 |
| 2020-03-31 | $283k | 2.4k | 115.70 |
| 2019-12-31 | $388k | 2.6k | 147.42 |
| 2019-09-30 | $518k | 4.1k | 126.19 |
| 2019-06-30 | $538k | 4.0k | 136.06 |
| 2019-03-31 | $584k | 4.3k | 135.40 |
| 2018-12-31 | $538k | 4.2k | 126.86 |
| 2018-09-30 | $700k | 4.6k | 152.47 |
| 2018-06-30 | $580k | 4.3k | 135.48 |
| 2018-03-31 | $622k | 4.2k | 147.22 |
| 2017-12-31 | $579k | 3.7k | 157.51 |