Caterpillar shares owned by MBA Advisors
Historical chart of MBA Advisors investment in Caterpillar
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All positions including Caterpillar held by MBA Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by MBA Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $468k | 817 | 572.72 |
| 2025-09-30 | $390k | 817 | 477.02 |
| 2025-06-30 | $300k | 772 | 388.10 |
| 2025-03-31 | $257k | 780 | 329.71 |
| 2024-12-31 | $290k | 799 | 362.66 |
| 2024-09-30 | $588k | 1.5k | 391.06 |
| 2024-06-30 | $513k | 1.5k | 333.18 |
| 2024-03-31 | $608k | 1.7k | 366.51 |
| 2023-12-31 | $526k | 1.8k | 295.73 |
| 2023-09-30 | $485k | 1.8k | 273.06 |
| 2023-06-30 | $442k | 1.8k | 246.10 |
| 2023-03-31 | $413k | 1.8k | 228.89 |
| 2022-12-31 | $433k | 1.8k | 239.61 |
| 2022-09-30 | $296k | 1.8k | 163.99 |
| 2022-06-30 | $323k | 1.8k | 178.95 |
| 2022-03-31 | $402k | 1.8k | 222.71 |
| 2021-12-31 | $379k | 1.8k | 206.65 |
| 2021-09-30 | $219k | 1.1k | 192.27 |
| 2021-06-30 | $272k | 1.3k | 217.43 |
| 2021-03-31 | $290k | 1.3k | 231.81 |