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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Quarterly reported holdings in Caterpillar by Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $758k | 1.6k | 477.22 |
| 2025-06-30 | $653k | 1.7k | 388.25 |
| 2025-03-31 | $446k | 1.4k | 329.73 |
| 2024-12-31 | $507k | 1.4k | 362.85 |
| 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 |
More positions owned by Investment Advisory Services
View all positions for Investment Advisory Services