Caterpillar shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $97k | 137 | 706.12 |
| 2023-09-30 | $291k | 1.1k | 273.00 |
| 2022-03-31 | $68k | 307 | 221.50 |
| 2021-12-31 | $45k | 220 | 204.55 |
| 2021-09-30 | $999 | 7 | 142.86 |
| 2021-06-30 | $4.0k | 20 | 200.00 |
| 2021-03-31 | $5.0k | 22 | 227.27 |
| 2020-12-31 | $4.0k | 21 | 190.48 |
| 2020-09-30 | $3.0k | 21 | 142.86 |
| 2020-06-30 | $4.0k | 31 | 129.03 |
| 2020-03-31 | $4.0k | 30 | 133.33 |
| 2019-12-31 | $3.0k | 18 | 166.67 |