Caterpillar shares owned by Landmark Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Landmark Financial Advisors
from 13F filings
Historical chart of Landmark Financial Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Landmark Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Landmark Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $375k | 1.3k | 295.67 |
| 2023-09-30 | $362k | 1.3k | 273.00 |
| 2023-06-30 | $404k | 1.6k | 246.05 |
| 2023-03-31 | $429k | 1.9k | 228.84 |
| 2022-12-31 | $477k | 2.0k | 239.56 |
| 2022-09-30 | $335k | 2.0k | 163.97 |
| 2022-06-30 | $334k | 1.9k | 178.51 |
| 2022-03-31 | $390k | 1.8k | 216.55 |
| 2021-12-31 | $353k | 1.7k | 206.55 |
| 2021-09-30 | $317k | 1.4k | 231.89 |
| 2021-06-30 | $293k | 1.3k | 217.36 |
| 2021-03-31 | $317k | 1.4k | 231.89 |
| 2020-12-31 | $252k | 1.3k | 193.85 |
More positions owned by Landmark Financial Advisors
View all positions for Landmark Financial Advisors