Caterpillar shares owned by Ipsen Advisor Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ipsen Advisor Group
from 13F filings
Historical chart of Ipsen Advisor Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ipsen Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $318k | 666 | 477.15 |
| 2025-06-30 | $279k | 719 | 387.98 |
| 2025-03-31 | $236k | 716 | 329.66 |
| 2024-12-31 | $259k | 713 | 362.68 |