Caterpillar shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $62M | 158k | 391.12 |
| 2024-06-30 | $54M | 161k | 333.10 |
| 2024-03-31 | $55M | 149k | 366.43 |
| 2023-12-31 | $40M | 135k | 295.67 |
| 2023-09-30 | $35M | 128k | 273.00 |
| 2023-06-30 | $29M | 118k | 246.05 |
| 2023-03-31 | $27M | 119k | 228.84 |
| 2022-12-31 | $31M | 129k | 239.56 |
| 2022-09-30 | $14M | 86k | 164.08 |
| 2022-06-30 | $17M | 95k | 178.76 |
| 2022-03-31 | $17M | 77k | 222.82 |
| 2021-12-31 | $15M | 73k | 206.74 |
| 2021-09-30 | $13M | 69k | 191.97 |
| 2021-06-30 | $14M | 64k | 217.64 |
| 2021-03-31 | $15M | 66k | 231.87 |
| 2020-12-31 | $13M | 74k | 180.04 |
| 2020-09-30 | $7.7M | 52k | 149.16 |