Caterpillar shares owned by Investment Research & Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Investment Research & Advisory Group
from 13F filings
Historical chart of Investment Research & Advisory Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Investment Research & Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 3.8k | 478.57 |
| 2025-06-30 | $14k | 35 | 390.97 |
| 2025-03-31 | $12k | 35 | 332.14 |
| 2024-12-31 | $13k | 35 | 365.34 |
| 2024-09-30 | $14k | 35 | 393.91 |
| 2024-06-30 | $12k | 35 | 335.49 |
| 2024-03-31 | $3.7k | 10 | 366.40 |
| 2023-12-31 | $3.0k | 10 | 295.70 |
| 2023-09-30 | $2.7k | 10 | 273.00 |
| 2023-06-30 | $2.5k | 10 | 246.10 |
| 2023-03-31 | $2.3k | 10 | 228.80 |
| 2022-12-31 | $2.4k | 10 | 239.60 |
| 2022-09-30 | $2.0k | 10 | 200.00 |
| 2022-06-30 | $2.0k | 10 | 200.00 |
| 2022-03-31 | $2.0k | 10 | 200.00 |
| 2021-12-31 | $2.0k | 10 | 200.00 |
| 2021-09-30 | $2.0k | 10 | 200.00 |
| 2021-06-30 | $2.0k | 10 | 200.00 |
| 2021-03-31 | $2.0k | 10 | 200.00 |
| 2020-12-31 | $2.0k | 10 | 200.00 |
| 2020-09-30 | $1.0k | 10 | 100.00 |
| 2020-06-30 | $1.0k | 10 | 100.00 |
| 2020-03-31 | $1.0k | 10 | 100.00 |
| 2019-12-31 | $1.0k | 10 | 100.00 |
More positions owned by Investment Research & Advisory Group
View all positions for Investment Research & Advisory Group