Caterpillar shares owned by Kercheville Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kercheville Advisors
from 13F filings
Historical chart of Kercheville Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Kercheville Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Kercheville Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.9k | 477.15 |
| 2025-06-30 | $1.1M | 2.9k | 388.21 |
| 2025-03-31 | $861k | 2.6k | 329.80 |
| 2024-12-31 | $907k | 2.5k | 362.76 |
| 2024-09-30 | $978k | 2.5k | 391.12 |
| 2024-06-30 | $833k | 2.5k | 333.10 |
| 2024-03-31 | $916k | 2.5k | 366.43 |
| 2023-12-31 | $739k | 2.5k | 295.67 |
| 2023-09-30 | $683k | 2.5k | 273.00 |
| 2023-06-30 | $615k | 2.5k | 246.05 |
| 2023-03-31 | $572k | 2.5k | 228.84 |
| 2022-12-31 | $599k | 2.5k | 239.56 |
| 2022-09-30 | $525k | 3.2k | 164.06 |
| 2022-06-30 | $572k | 3.2k | 178.75 |
| 2022-03-31 | $930k | 4.2k | 222.75 |
| 2021-12-31 | $842k | 4.1k | 206.63 |
| 2021-09-30 | $806k | 4.2k | 191.90 |
| 2021-06-30 | $908k | 4.2k | 217.75 |
| 2021-03-31 | $788k | 3.4k | 231.76 |
| 2020-12-31 | $618k | 3.4k | 181.76 |