Caterpillar shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 47k | 477.15 |
| 2025-06-30 | $17M | 45k | 388.23 |
| 2025-03-31 | $15M | 46k | 329.80 |
| 2024-12-31 | $18M | 50k | 362.76 |
| 2024-09-30 | $19M | 48k | 391.12 |
| 2024-06-30 | $17M | 50k | 333.10 |
| 2024-03-31 | $19M | 52k | 366.43 |
| 2023-12-31 | $17M | 57k | 295.67 |
| 2023-09-30 | $16M | 58k | 273.00 |
| 2023-06-30 | $15M | 59k | 246.05 |
| 2023-03-31 | $14M | 61k | 228.84 |
| 2022-12-31 | $16k | 65k | 0.24 |
| 2022-09-30 | $11M | 65k | 164.08 |
| 2022-06-30 | $12M | 64k | 178.76 |
| 2022-03-31 | $15M | 66k | 222.83 |
| 2021-12-31 | $14M | 66k | 206.74 |
| 2021-09-30 | $12M | 63k | 191.97 |
| 2021-06-30 | $15M | 70k | 217.63 |
| 2021-03-31 | $17M | 72k | 231.87 |
| 2020-12-31 | $11M | 60k | 182.02 |
| 2020-09-30 | $8.7M | 58k | 149.15 |
| 2020-06-30 | $2.7M | 21k | 126.53 |
| 2020-03-31 | $3.1M | 27k | 116.02 |
| 2019-12-31 | $2.8M | 19k | 147.66 |
| 2019-09-30 | $2.0M | 16k | 126.29 |
| 2019-06-30 | $2.2M | 16k | 136.28 |
| 2019-03-31 | $2.2M | 16k | 135.46 |
| 2018-12-31 | $2.1M | 17k | 127.04 |
| 2018-09-30 | $2.0M | 15k | 131.90 |
| 2018-06-30 | $2.1M | 17k | 120.37 |
| 2018-03-31 | $4.0M | 28k | 143.65 |
| 2017-12-31 | $4.8M | 29k | 166.01 |
| 2017-09-30 | $3.1M | 25k | 126.86 |
| 2017-06-30 | $2.3M | 33k | 72.17 |
| 2017-03-31 | $798k | 8.5k | 94.18 |
| 2016-12-31 | $595k | 6.3k | 94.65 |
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