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Caterpillar shares owned by McClarren Financial Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by McClarren Financial Advisors from 13F filings

Historical chart of McClarren Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by McClarren Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $90k 305 295.08
2023-09-30 $82k 304 271.19
2023-06-30 $74k 304 243.42
2023-03-31 $69k 303 227.72
2022-12-31 $72k 303 237.62
2022-09-30 $49k 301 162.79
2022-03-31 $81k 369 218.05
2021-12-31 $76k 364 208.79
2021-09-30 $69k 363 190.08
2021-06-30 $78k 362 216.10
2021-03-31 $83k 362 230.16
2020-12-31 $64k 361 176.00