Caterpillar shares owned by LFA - Lugano Financial Advisors SA
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by LFA - Lugano Financial Advisors SA
from 13F filings
Historical chart of LFA - Lugano Financial Advisors SA investment in Caterpillar
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Quarterly reported holdings in Caterpillar by LFA - Lugano Financial Advisors SA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $714k | 1.3k | 571.53 |
| 2025-09-30 | $595k | 1.3k | 475.78 |
| 2025-06-30 | $484k | 1.3k | 386.79 |
| 2025-03-31 | $412k | 1.3k | 329.80 |
| 2024-12-31 | $454k | 1.3k | 362.76 |
| 2024-09-30 | $489k | 1.3k | 391.12 |
| 2024-06-30 | $416k | 1.3k | 333.10 |
| 2024-03-31 | $458k | 1.3k | 366.43 |
| 2023-12-31 | $74k | 250 | 295.67 |
| 2023-09-30 | $273k | 1.0k | 273.00 |
| 2023-06-30 | $308k | 1.3k | 246.05 |
More positions owned by LFA - Lugano Financial Advisors SA
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