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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All positions including Caterpillar held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
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