Caterpillar shares owned by Level Four Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Level Four Advisory Services
from 13F filings
Historical chart of Level Four Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Level Four Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.6M | 8.9k | 295.66 |
| 2023-09-30 | $2.2M | 8.0k | 272.98 |
| 2023-06-30 | $2.7M | 11k | 246.04 |
| 2023-03-31 | $2.6M | 11k | 228.84 |
| 2022-12-31 | $3.0M | 12k | 239.55 |
| 2022-09-30 | $1.3M | 7.9k | 164.05 |
| 2022-06-30 | $1.4M | 8.1k | 178.77 |
| 2022-03-31 | $1.8M | 8.1k | 222.79 |
| 2021-12-31 | $2.0M | 9.9k | 206.75 |
| 2021-09-30 | $1.4M | 7.1k | 191.96 |
| 2021-06-30 | $4.3M | 20k | 217.64 |
| 2021-03-31 | $4.5M | 19k | 231.85 |
| 2020-12-31 | $3.8M | 21k | 182.01 |
| 2020-09-30 | $2.0M | 13k | 149.16 |
| 2020-06-30 | $1.7M | 14k | 126.29 |
| 2020-03-31 | $1.3M | 12k | 116.13 |
| 2019-12-31 | $2.0M | 13k | 147.55 |
| 2019-09-30 | $1.6M | 13k | 126.31 |
| 2019-06-30 | $1.7M | 13k | 136.31 |
| 2019-03-31 | $1.8M | 14k | 135.49 |
| 2018-12-31 | $1.6M | 13k | 127.10 |
| 2018-09-30 | $2.2M | 15k | 152.51 |
| 2018-06-30 | $2.7M | 20k | 135.67 |
| 2018-03-31 | $2.8M | 19k | 147.39 |
| 2017-12-31 | $2.7M | 17k | 157.59 |
| 2017-09-30 | $1.8M | 15k | 126.46 |
| 2017-06-30 | $937k | 9.9k | 94.25 |
| 2017-03-31 | $945k | 10k | 94.24 |
| 2016-12-31 | $1.0M | 11k | 92.77 |
More positions owned by Level Four Advisory Services
View all positions for Level Four Advisory Services