Caterpillar shares owned by Nelson Roberts Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Nelson Roberts Investment Advisors
from 13F filings
Historical chart of Nelson Roberts Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Nelson Roberts Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 501 | 477.15 |
| 2019-09-30 | $71k | 566 | 125.44 |
| 2019-06-30 | $77k | 566 | 136.04 |
| 2019-03-31 | $77k | 566 | 136.04 |
| 2018-12-31 | $72k | 566 | 127.21 |
| 2018-09-30 | $86k | 566 | 151.94 |
| 2018-06-30 | $77k | 566 | 136.04 |
| 2018-03-31 | $83k | 566 | 146.64 |
| 2017-12-31 | $89k | 566 | 157.24 |
| 2017-09-30 | $71k | 566 | 125.44 |
| 2017-06-30 | $61k | 566 | 107.77 |
| 2017-03-31 | $53k | 566 | 93.64 |
| 2016-12-31 | $52k | 566 | 91.87 |
| 2016-06-30 | $43k | 566 | 75.97 |
| 2016-03-31 | $17k | 216 | 78.70 |
| 2015-12-31 | $15k | 216 | 69.44 |
| 2015-09-30 | $14k | 216 | 64.81 |
| 2015-06-30 | $18k | 216 | 83.33 |
| 2015-03-31 | $17k | 216 | 78.70 |
| 2014-12-31 | $20k | 216 | 92.59 |
| 2014-09-30 | $21k | 216 | 97.22 |
| 2014-06-30 | $23k | 216 | 106.48 |
| 2014-03-31 | $21k | 216 | 97.22 |
| 2013-12-31 | $20k | 216 | 92.59 |
| 2013-09-30 | $18k | 216 | 83.33 |
| 2013-06-30 | $18k | 216 | 83.33 |
More positions owned by Nelson Roberts Investment Advisors
View all positions for Nelson Roberts Investment Advisors