Caterpillar shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 12k | 477.13 |
| 2025-06-30 | $4.3M | 11k | 388.21 |
| 2025-03-31 | $3.6M | 11k | 329.81 |
| 2024-12-31 | $4.0M | 11k | 362.77 |
| 2024-09-30 | $4.4M | 11k | 391.14 |
| 2024-06-30 | $3.7M | 11k | 333.09 |
| 2024-03-31 | $3.9M | 11k | 366.42 |
| 2023-12-31 | $2.5M | 8.6k | 295.68 |
| 2023-09-30 | $2.4M | 8.9k | 272.99 |
| 2023-06-30 | $2.2M | 8.9k | 246.04 |
| 2023-03-31 | $2.1M | 9.2k | 228.84 |
| 2022-12-31 | $2.3B | 9.8M | 239.56 |
| 2022-09-30 | $1.2M | 7.5k | 164.08 |
| 2022-06-30 | $1.7M | 9.7k | 178.75 |
| 2022-03-31 | $2.0M | 9.2k | 222.83 |
| 2021-12-31 | $1.4M | 6.9k | 206.74 |
| 2021-09-30 | $1.4M | 7.1k | 191.98 |
| 2021-06-30 | $1.2M | 5.5k | 217.64 |
| 2021-03-31 | $1.1M | 4.9k | 231.86 |
| 2020-12-31 | $563k | 3.1k | 182.02 |
| 2020-09-30 | $483k | 3.2k | 149.17 |
| 2020-06-30 | $529k | 4.2k | 126.49 |
| 2020-03-31 | $426k | 3.7k | 116.04 |
| 2019-12-31 | $422k | 2.9k | 147.66 |
| 2019-09-30 | $338k | 2.7k | 126.31 |
| 2019-06-30 | $344k | 2.5k | 136.29 |
| 2019-03-31 | $727k | 20k | 36.15 |
| 2018-12-31 | $303k | 2.4k | 127.04 |
| 2018-09-30 | $564k | 3.7k | 152.60 |
| 2018-06-30 | $732k | 256k | 2.86 |
| 2018-03-31 | $387k | 2.6k | 147.43 |
| 2017-12-31 | $252k | 1.6k | 157.50 |
| 2015-09-30 | $61k | 940 | 64.89 |
More positions owned by Moneta Group Investment Advisors
View all positions for Moneta Group Investment Advisors