Caterpillar shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $660k | 1.4k | 477.30 |
| 2025-06-30 | $537k | 1.4k | 388.12 |
| 2025-03-31 | $456k | 1.4k | 329.72 |
| 2024-12-31 | $556k | 1.5k | 362.73 |
| 2024-09-30 | $588k | 1.5k | 391.12 |
| 2024-06-30 | $488k | 1.5k | 333.12 |
| 2024-03-31 | $566k | 1.5k | 366.49 |
| 2023-12-31 | $385k | 1.3k | 295.77 |
| 2023-09-30 | $355k | 1.3k | 273.08 |
| 2023-06-30 | $320k | 1.3k | 246.13 |
| 2023-03-31 | $570k | 2.5k | 228.87 |
| 2022-12-31 | $804k | 3.4k | 239.58 |
| 2022-09-30 | $655k | 3.7k | 178.77 |
| 2022-06-30 | $596k | 3.3k | 178.71 |
| 2022-03-31 | $793k | 3.6k | 222.75 |
| 2021-12-31 | $767k | 3.7k | 206.63 |
| 2021-09-30 | $224k | 1.2k | 192.11 |
| 2021-06-30 | $254k | 1.2k | 217.84 |
| 2021-03-31 | $260k | 1.1k | 231.73 |
| 2020-12-31 | $204k | 1.1k | 181.82 |
More positions owned by Morris Retirement Advisors
View all positions for Morris Retirement Advisors