Caterpillar shares owned by Kovack Advisors
Historical chart of Kovack Advisors investment in Caterpillar
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All positions including Caterpillar held by Kovack Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Kovack Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 4.2k | 477.18 |
| 2025-06-30 | $1.8M | 4.6k | 388.24 |
| 2025-03-31 | $1.5M | 4.5k | 329.81 |
| 2024-12-31 | $1.9M | 5.3k | 362.75 |
| 2024-09-30 | $2.3M | 6.0k | 391.14 |
| 2024-06-30 | $2.0M | 6.0k | 333.12 |
| 2024-03-31 | $1.9M | 5.3k | 366.42 |
| 2023-12-31 | $1.5M | 5.2k | 295.65 |
| 2023-09-30 | $1.4M | 5.3k | 272.98 |
| 2023-06-30 | $1.1M | 4.5k | 246.07 |
| 2023-03-31 | $1.0M | 4.5k | 228.84 |
| 2022-12-31 | $1.0M | 4.3k | 239.54 |
| 2022-09-30 | $801k | 4.9k | 164.11 |
| 2022-06-30 | $867k | 4.8k | 178.80 |
| 2022-03-31 | $1.3M | 5.7k | 222.63 |
| 2021-12-31 | $1.0M | 4.9k | 206.80 |
| 2021-09-30 | $998k | 5.2k | 191.89 |
| 2021-06-30 | $1.1M | 4.9k | 217.62 |
| 2021-03-31 | $1.3M | 5.6k | 231.81 |
| 2020-12-31 | $771k | 4.2k | 181.93 |
| 2020-09-30 | $479k | 3.2k | 149.30 |
| 2020-06-30 | $5.3M | 2.9k | 1800.00 |
| 2020-03-31 | $11M | 4.6k | 2400.00 |
| 2019-12-31 | $789k | 5.3k | 147.61 |
| 2019-09-30 | $688k | 5.4k | 126.33 |
| 2019-06-30 | $766k | 5.6k | 136.35 |
| 2019-03-31 | $772k | 5.7k | 135.51 |
| 2018-12-31 | $2.8M | 5.5k | 500.00 |
| 2018-09-30 | $4.3M | 4.3k | 1000.00 |
| 2018-06-30 | $691k | 5.1k | 135.68 |
| 2018-03-31 | $1.2M | 8.2k | 147.40 |
| 2017-12-31 | $912k | 5.8k | 157.51 |
| 2017-09-30 | $495k | 4.0k | 124.75 |
| 2017-06-30 | $464k | 4.3k | 107.46 |
| 2017-03-31 | $217k | 2.3k | 92.89 |
| 2016-12-31 | $261k | 2.8k | 92.59 |
| 2016-09-30 | $353k | 4.0k | 88.87 |
| 2016-06-30 | $0 | 4.8k | 0.00 |
| 2016-03-31 | $2.0M | 6.0k | 333.33 |
| 2015-12-31 | $0 | 4.5k | 0.00 |
| 2015-09-30 | $262k | 4.0k | 65.27 |
| 2015-06-30 | $200k | 2.4k | 84.64 |