Caterpillar shares owned by Naples Global Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Naples Global Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 10k | 391.14 |
| 2024-06-30 | $3.4M | 10k | 333.09 |
| 2024-03-31 | $3.7M | 10k | 366.43 |
| 2023-12-31 | $3.1M | 10k | 295.67 |
| 2023-09-30 | $2.8M | 10k | 273.01 |
| 2023-06-30 | $2.5M | 10k | 246.05 |
| 2023-03-31 | $2.1M | 9.3k | 228.85 |
| 2022-12-31 | $2.3M | 9.5k | 239.55 |
| 2022-09-30 | $1.6M | 9.5k | 164.10 |
| 2022-06-30 | $1.6M | 8.9k | 178.77 |
| 2022-03-31 | $2.0M | 8.8k | 222.78 |
| 2021-12-31 | $1.8M | 8.8k | 206.74 |
| 2021-09-30 | $1.7M | 8.8k | 191.95 |
| 2021-06-30 | $1.9M | 8.5k | 217.62 |
| 2021-03-31 | $2.0M | 8.5k | 231.92 |
| 2020-12-31 | $1.4M | 7.6k | 182.04 |
| 2020-09-30 | $1.2M | 7.7k | 149.21 |
| 2020-06-30 | $975k | 7.7k | 126.51 |
| 2020-03-31 | $943k | 8.1k | 116.00 |
| 2019-12-31 | $1.1M | 7.2k | 147.69 |
| 2019-09-30 | $798k | 6.3k | 126.37 |
| 2019-06-30 | $600k | 4.4k | 136.39 |
| 2019-03-31 | $506k | 3.7k | 135.51 |
| 2018-12-31 | $490k | 3.7k | 133.01 |
| 2018-09-30 | $242k | 1.8k | 135.65 |
| 2018-06-30 | $242k | 1.8k | 135.65 |
| 2015-06-30 | $458k | 5.4k | 84.74 |
| 2015-03-31 | $473k | 5.9k | 80.02 |
| 2014-12-31 | $510k | 5.6k | 91.50 |
| 2014-09-30 | $540k | 5.5k | 99.08 |
| 2014-06-30 | $592k | 5.5k | 108.62 |
| 2014-03-31 | $534k | 5.4k | 99.35 |
| 2013-12-31 | $417k | 4.6k | 90.85 |
More positions owned by Naples Global Advisors
Home Depot (HD)
View all positions for Naples Global Advisors