Caterpillar shares owned by Magnolia Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Magnolia Capital Advisors
from 13F filings
Historical chart of Magnolia Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Magnolia Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $509k | 1.1k | 477.24 |
| 2025-06-30 | $368k | 949 | 388.02 |
| 2025-03-31 | $293k | 889 | 329.77 |
| 2024-12-31 | $311k | 857 | 362.76 |
| 2024-09-30 | $325k | 830 | 391.12 |
| 2024-06-30 | $248k | 745 | 333.10 |