Caterpillar shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $405k | 1.0k | 391.12 |
| 2024-06-30 | $345k | 1.0k | 333.10 |
| 2024-03-31 | $380k | 1.0k | 366.43 |