Caterpillar shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.2M | 3.8k | 572.86 |
| 2025-09-30 | $836k | 1.8k | 477.20 |
| 2025-06-30 | $669k | 1.7k | 388.19 |
| 2025-03-31 | $574k | 1.7k | 329.78 |
| 2024-12-31 | $701k | 1.9k | 362.73 |
| 2024-06-30 | $562k | 1.7k | 333.15 |
| 2024-03-31 | $683k | 1.9k | 366.39 |
| 2023-09-30 | $275k | 1.0k | 273.09 |
| 2023-06-30 | $252k | 1.0k | 246.13 |
| 2023-03-31 | $383k | 1.7k | 228.89 |
| 2022-12-31 | $483k | 2.0k | 239.60 |
| 2022-09-30 | $308k | 1.9k | 164.18 |
| 2022-06-30 | $332k | 1.9k | 178.59 |
| 2022-03-31 | $409k | 1.8k | 222.65 |
| 2021-12-31 | $378k | 1.8k | 206.90 |
| 2021-09-30 | $375k | 2.0k | 192.01 |
| 2021-06-30 | $509k | 2.3k | 217.52 |
| 2021-03-31 | $599k | 2.6k | 231.81 |
| 2020-12-31 | $438k | 2.4k | 182.12 |
| 2020-09-30 | $334k | 2.2k | 149.31 |
| 2018-09-30 | $28k | 209 | 133.97 |
| 2018-06-30 | $28k | 209 | 133.97 |
| 2018-03-31 | $53k | 362 | 146.41 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors