Caterpillar shares owned by Investment Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Investment Advisory Services
from 13F filings
Historical chart of Investment Advisory Services investment in Caterpillar
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All positions including Caterpillar held by Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Investment Advisory Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $520k | 1.3k | 391.06 |
2024-06-30 | $425k | 1.3k | 333.04 |
2024-03-31 | $527k | 1.4k | 366.35 |
2023-12-31 | $383k | 1.3k | 295.63 |
2023-09-30 | $317k | 1.2k | 273.10 |
2023-06-30 | $267k | 1.1k | 246.05 |
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