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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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All positions including Caterpillar held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
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