Caterpillar shares owned by MSH Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by MSH Capital Advisors
from 13F filings
Historical chart of MSH Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by MSH Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.5k | 477.15 |
| 2025-06-30 | $962k | 2.5k | 388.21 |
| 2025-03-31 | $684k | 2.1k | 329.80 |
| 2024-12-31 | $752k | 2.1k | 362.76 |
| 2024-09-30 | $813k | 2.1k | 391.12 |
| 2024-06-30 | $713k | 2.1k | 333.10 |
| 2024-03-31 | $795k | 2.2k | 366.43 |
| 2023-12-31 | $622k | 2.1k | 295.67 |
| 2023-09-30 | $583k | 2.1k | 272.97 |
| 2023-06-30 | $526k | 2.1k | 245.99 |
| 2023-03-31 | $443k | 1.9k | 228.90 |
| 2022-12-31 | $467k | 2.0k | 239.58 |
| 2022-09-30 | $320k | 2.0k | 164.07 |
| 2022-06-30 | $340k | 1.9k | 178.71 |
| 2022-03-31 | $423k | 1.9k | 222.85 |
| 2021-12-31 | $363k | 1.8k | 206.74 |