Caterpillar shares owned by IPG Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by IPG Investment Advisors
from 13F filings
Historical chart of IPG Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by IPG Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.2M | 6.7k | 333.10 |
| 2024-03-31 | $1.7M | 4.8k | 366.43 |
| 2023-12-31 | $3.0M | 10k | 295.67 |
| 2023-09-30 | $1.1M | 4.0k | 273.00 |
| 2023-06-30 | $927k | 3.8k | 246.05 |
| 2023-03-31 | $924k | 4.0k | 228.84 |
| 2022-12-31 | $827k | 3.5k | 239.56 |
| 2022-09-30 | $566k | 3.5k | 164.08 |
| 2022-06-30 | $617k | 3.5k | 178.79 |
| 2022-03-31 | $789k | 3.5k | 222.76 |
| 2021-12-31 | $1.4M | 6.7k | 206.85 |
| 2021-03-31 | $748k | 3.2k | 231.87 |
| 2020-12-31 | $601k | 3.3k | 182.02 |
| 2020-09-30 | $492k | 3.3k | 149.15 |
| 2020-06-30 | $380k | 3.0k | 126.50 |
| 2020-03-31 | $363k | 3.1k | 116.04 |
| 2019-12-31 | $492k | 3.3k | 147.68 |
| 2019-09-30 | $538k | 4.3k | 126.31 |
| 2019-06-30 | $581k | 4.3k | 136.29 |
| 2019-03-31 | $865k | 6.4k | 135.49 |
| 2018-12-31 | $843k | 6.6k | 127.07 |
| 2018-09-30 | $1.1M | 7.0k | 152.49 |
| 2018-06-30 | $941k | 6.9k | 135.67 |
| 2018-03-31 | $1.4M | 9.6k | 147.38 |