Caterpillar shares owned by Mutual Advisors
Historical chart of Mutual Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Mutual Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.5M | 18k | 520.49 |
| 2025-06-30 | $8.5M | 20k | 433.75 |
| 2025-03-31 | $6.2M | 20k | 306.46 |
| 2024-12-31 | $6.7M | 18k | 380.54 |
| 2024-09-30 | $7.3M | 19k | 387.05 |
| 2024-06-30 | $6.6M | 19k | 344.53 |
| 2024-03-31 | $7.5M | 21k | 366.43 |
| 2023-12-31 | $5.9M | 20k | 295.66 |
| 2023-09-30 | $4.0M | 15k | 272.99 |
| 2023-06-30 | $3.6M | 15k | 246.06 |
| 2023-03-31 | $3.4M | 15k | 228.84 |
| 2022-12-31 | $3.6M | 15k | 239.56 |
| 2022-09-30 | $2.8M | 17k | 164.08 |
| 2022-06-30 | $3.0M | 17k | 178.75 |
| 2022-03-31 | $3.8M | 17k | 222.79 |
| 2021-12-31 | $3.6M | 18k | 206.75 |
| 2021-09-30 | $3.3M | 17k | 191.97 |
| 2021-06-30 | $3.2M | 15k | 217.65 |
| 2021-03-31 | $3.0M | 13k | 231.89 |
| 2020-12-31 | $2.4M | 13k | 182.04 |
| 2020-09-30 | $1.7M | 11k | 149.18 |
| 2020-06-30 | $1.5M | 12k | 126.48 |
| 2020-03-31 | $1.2M | 10k | 116.05 |
| 2019-12-31 | $1.1M | 7.3k | 147.64 |
| 2019-09-30 | $727k | 5.8k | 126.24 |
| 2019-06-30 | $926k | 6.8k | 136.32 |
| 2019-03-31 | $891k | 6.6k | 135.51 |
| 2018-12-31 | $800k | 6.3k | 127.06 |
| 2018-09-30 | $757k | 5.0k | 152.44 |
| 2018-06-30 | $673k | 5.0k | 135.71 |
| 2018-03-31 | $769k | 5.2k | 147.35 |
| 2017-12-31 | $812k | 5.2k | 157.67 |