Caterpillar shares owned by Insigneo Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Insigneo Advisory Services
from 13F filings
Historical chart of Insigneo Advisory Services investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Insigneo Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Insigneo Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 4.1k | 477.12 |
| 2025-06-30 | $1.4M | 3.7k | 388.17 |
| 2025-03-31 | $1.2M | 3.5k | 329.81 |
| 2024-12-31 | $1.8M | 5.0k | 362.77 |
| 2024-09-30 | $2.8M | 7.1k | 391.12 |
| 2024-06-30 | $2.4M | 7.7k | 316.80 |
| 2024-03-31 | $2.8M | 7.7k | 366.43 |
| 2023-12-31 | $1.9M | 6.4k | 295.67 |
| 2023-09-30 | $1.2M | 4.3k | 273.00 |
| 2023-06-30 | $949k | 3.9k | 246.05 |
| 2023-03-31 | $373k | 1.6k | 228.84 |
| 2022-12-31 | $385k | 1.6k | 239.28 |
More positions owned by Insigneo Advisory Services
View all positions for Insigneo Advisory Services