Caterpillar shares owned by Key Client Fiduciary Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Key Client Fiduciary Advisors
from 13F filings
Historical chart of Key Client Fiduciary Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Key Client Fiduciary Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $431k | 904 | 477.25 |
| 2025-06-30 | $354k | 912 | 388.21 |
| 2025-03-31 | $312k | 945 | 329.67 |
| 2024-12-31 | $341k | 939 | 362.81 |
| 2024-09-30 | $350k | 896 | 391.12 |
| 2024-06-30 | $241k | 724 | 333.06 |
| 2024-03-31 | $252k | 687 | 366.55 |
| 2023-12-31 | $207k | 698 | 295.78 |
More positions owned by Key Client Fiduciary Advisors
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