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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Investment Research & Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Investment Research & Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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