Caterpillar shares owned by Mayfair Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mayfair Advisory Group
from 13F filings
Historical chart of Mayfair Advisory Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Mayfair Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Mayfair Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $394k | 825 | 477.24 |
| 2025-06-30 | $344k | 825 | 416.33 |
| 2025-03-31 | $278k | 844 | 329.81 |
| 2024-12-31 | $306k | 843 | 362.95 |
| 2024-06-30 | $293k | 872 | 335.71 |
| 2024-03-31 | $350k | 955 | 366.36 |
| 2023-12-31 | $274k | 934 | 292.78 |