Caterpillar shares owned by Laurel Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Laurel Wealth Advisors
from 13F filings
Historical chart of Laurel Wealth Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Laurel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Laurel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $533k | 1.1k | 477.15 |
| 2025-06-30 | $1.1M | 434k | 2.58 |
| 2025-03-31 | $390k | 1.2k | 329.80 |
| 2024-12-31 | $429k | 1.2k | 362.76 |
| 2024-09-30 | $482k | 1.2k | 391.12 |
| 2024-06-30 | $350k | 1.1k | 333.10 |
| 2024-03-31 | $385k | 1.1k | 366.43 |
| 2023-09-30 | $383k | 1.4k | 273.00 |
| 2023-06-30 | $354k | 1.4k | 246.05 |
| 2023-03-31 | $329k | 1.4k | 228.84 |
| 2022-12-31 | $137k | 570 | 239.56 |
| 2022-09-30 | $94k | 570 | 164.91 |
| 2022-06-30 | $102k | 570 | 178.95 |
| 2022-03-31 | $127k | 570 | 222.81 |
| 2021-12-31 | $118k | 570 | 207.02 |
| 2021-09-30 | $109k | 570 | 191.23 |
| 2021-06-30 | $124k | 570 | 217.54 |
| 2021-03-31 | $132k | 570 | 231.58 |
| 2020-12-31 | $104k | 570 | 182.46 |
| 2020-09-30 | $81k | 540 | 150.00 |
| 2020-06-30 | $68k | 540 | 125.93 |
| 2020-03-31 | $63k | 540 | 116.67 |
| 2019-12-31 | $80k | 540 | 148.15 |
| 2019-09-30 | $68k | 540 | 125.93 |
| 2019-06-30 | $74k | 540 | 137.04 |
| 2019-03-31 | $73k | 540 | 135.19 |
| 2018-12-31 | $69k | 540 | 127.78 |