Caterpillar shares owned by LVW Advisors
Historical chart of LVW Advisors investment in Caterpillar
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All positions including Caterpillar held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $784k | 1.6k | 477.15 |
| 2025-06-30 | $597k | 1.5k | 388.21 |
| 2025-03-31 | $708k | 2.1k | 329.80 |
| 2024-12-31 | $822k | 2.3k | 362.76 |
| 2024-09-30 | $1.0M | 2.6k | 391.12 |
| 2024-06-30 | $1.1M | 3.2k | 333.10 |
| 2024-03-31 | $985k | 2.7k | 366.43 |
| 2023-12-31 | $520k | 1.8k | 295.67 |
| 2023-09-30 | $424k | 1.6k | 273.00 |
| 2023-06-30 | $343k | 1.4k | 246.05 |
| 2023-03-31 | $388k | 1.7k | 228.84 |
| 2022-12-31 | $349k | 1.5k | 239.56 |
| 2022-09-30 | $232k | 1.4k | 163.84 |
| 2022-06-30 | $240k | 1.3k | 178.70 |
| 2021-06-30 | $200k | 917 | 218.10 |
| 2021-03-31 | $213k | 917 | 232.28 |
| 2020-06-30 | $252k | 2.0k | 126.70 |
| 2020-03-31 | $238k | 2.1k | 116.04 |
| 2019-09-30 | $253k | 2.0k | 126.50 |
| 2019-06-30 | $212k | 1.6k | 136.25 |