Caterpillar shares owned by LexAurum Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by LexAurum Advisors
from 13F filings
Historical chart of LexAurum Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by LexAurum Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 3.3k | 477.11 |
| 2025-06-30 | $1.3M | 3.3k | 388.25 |
| 2025-03-31 | $1.1M | 3.3k | 329.81 |
| 2024-12-31 | $1.2M | 3.2k | 362.73 |
| 2024-09-30 | $1.3M | 3.2k | 391.07 |
| 2024-06-30 | $1.1M | 3.3k | 333.11 |
| 2024-03-31 | $1.2M | 3.3k | 366.41 |
| 2023-12-31 | $1.2M | 4.1k | 295.70 |
| 2023-09-30 | $1.3M | 4.8k | 273.02 |
| 2023-06-30 | $1.1M | 4.5k | 246.06 |
| 2023-03-31 | $873k | 3.8k | 228.83 |
| 2022-12-31 | $925k | 3.9k | 239.56 |
| 2022-09-30 | $665k | 4.1k | 164.08 |
| 2022-06-30 | $792k | 4.4k | 178.74 |
| 2022-03-31 | $985k | 4.4k | 222.80 |
| 2021-12-31 | $611k | 3.0k | 206.77 |
| 2021-09-30 | $599k | 3.1k | 192.05 |
| 2021-06-30 | $678k | 3.1k | 217.59 |
| 2021-03-31 | $688k | 3.0k | 231.88 |
| 2020-12-31 | $523k | 2.9k | 181.91 |
| 2020-09-30 | $366k | 2.5k | 149.02 |
| 2020-06-30 | $302k | 2.4k | 126.41 |
| 2020-03-31 | $238k | 2.1k | 115.98 |
| 2019-12-31 | $286k | 1.9k | 147.57 |
| 2019-09-30 | $223k | 1.8k | 126.56 |
| 2019-06-30 | $232k | 1.7k | 136.47 |
| 2019-03-31 | $220k | 1.6k | 135.55 |
| 2018-12-31 | $206k | 1.6k | 127.00 |
| 2018-09-30 | $236k | 1.5k | 152.65 |
| 2018-03-31 | $260k | 1.5k | 170.27 |
| 2017-12-31 | $260k | 1.5k | 170.27 |