Caterpillar shares owned by IFP Advisors
Historical chart of IFP Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.5M | 7.5k | 333.11 |
| 2024-03-31 | $1.5M | 4.0k | 366.32 |
| 2023-12-31 | $1.7M | 5.7k | 295.62 |
| 2023-09-30 | $1.6M | 5.8k | 272.96 |
| 2023-06-30 | $1.2M | 15k | 82.95 |
| 2023-03-31 | $560k | 6.8k | 82.95 |
| 2022-12-31 | $1.3M | 15k | 85.91 |
| 2022-09-30 | $2.0M | 21k | 93.17 |
| 2022-06-30 | $1.8M | 20k | 93.63 |
| 2022-03-31 | $1.8M | 20k | 93.63 |
| 2021-12-31 | $1.9M | 9.3k | 209.33 |
| 2021-09-30 | $1.8M | 9.3k | 195.13 |
| 2021-06-30 | $1.3M | 6.0k | 215.38 |
| 2021-03-31 | $1.1M | 4.7k | 231.48 |
| 2020-12-31 | $1.5M | 8.0k | 182.15 |
| 2020-09-30 | $1.2M | 8.1k | 148.57 |
| 2020-06-30 | $1.0M | 8.1k | 125.68 |
| 2020-03-31 | $572k | 5.1k | 111.13 |
| 2019-12-31 | $565k | 3.8k | 147.79 |
| 2019-09-30 | $1.0M | 8.3k | 126.44 |
| 2019-03-31 | $1.1M | 8.3k | 136.34 |
| 2018-12-31 | $2.3M | 19k | 125.63 |
| 2018-09-30 | $4.2M | 28k | 152.50 |
| 2018-06-30 | $4.0M | 29k | 135.68 |
| 2018-03-31 | $3.7M | 23k | 157.58 |
| 2017-12-31 | $3.7M | 23k | 157.58 |
| 2017-09-30 | $6.2M | 50k | 124.71 |
| 2017-06-30 | $5.6M | 52k | 107.46 |
| 2017-03-31 | $5.0M | 54k | 92.77 |
| 2016-12-31 | $5.3M | 57k | 92.74 |
| 2016-09-30 | $3.9M | 44k | 88.78 |
| 2016-06-30 | $3.4M | 45k | 75.82 |
| 2016-03-31 | $3.2M | 42k | 76.54 |
| 2015-12-31 | $2.4M | 35k | 67.95 |