Caterpillar shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $51M | 129k | 391.12 |
| 2024-06-30 | $43M | 129k | 333.10 |
| 2024-03-31 | $47M | 128k | 366.43 |
| 2023-12-31 | $45M | 151k | 295.67 |
| 2023-09-30 | $41M | 149k | 273.00 |
| 2023-06-30 | $33M | 135k | 246.05 |
| 2023-03-31 | $30M | 133k | 228.84 |
| 2022-12-31 | $28M | 117k | 239.56 |
| 2022-09-30 | $19M | 118k | 164.08 |
| 2022-06-30 | $17M | 96k | 178.76 |
| 2022-03-31 | $16M | 73k | 222.83 |
| 2021-12-31 | $14M | 68k | 206.75 |
| 2021-09-30 | $13M | 67k | 191.96 |
| 2021-06-30 | $13M | 61k | 217.62 |
| 2021-03-31 | $10M | 44k | 231.88 |
| 2020-12-31 | $7.4M | 40k | 182.02 |
| 2020-09-30 | $5.0M | 34k | 146.72 |
| 2020-06-30 | $4.4M | 35k | 126.05 |
| 2020-03-31 | $3.5M | 31k | 111.34 |
| 2019-12-31 | $4.8M | 32k | 150.52 |
| 2019-09-30 | $2.6M | 21k | 126.31 |
| 2019-06-30 | $3.0M | 22k | 136.31 |
| 2019-03-31 | $2.8M | 21k | 135.47 |
| 2018-12-31 | $2.7M | 21k | 127.08 |
| 2018-09-30 | $3.2M | 21k | 152.49 |
| 2018-06-30 | $2.7M | 20k | 135.66 |
| 2018-03-31 | $2.4M | 17k | 143.89 |
| 2017-12-31 | $2.9M | 19k | 157.56 |
| 2017-09-30 | $77k | 500 | 154.00 |
| 2017-06-30 | $999 | 9 | 111.11 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors