Caterpillar shares owned by New England Capital Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by New England Capital Financial Advisors
from 13F filings
Historical chart of New England Capital Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by New England Capital Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $90k | 189 | 477.87 |
| 2025-06-30 | $74k | 189 | 388.66 |
| 2025-03-31 | $62k | 189 | 330.05 |
| 2024-12-31 | $69k | 189 | 362.89 |
| 2024-09-30 | $74k | 189 | 391.12 |
| 2024-06-30 | $63k | 189 | 332.97 |
| 2024-03-31 | $69k | 189 | 366.15 |
| 2023-12-31 | $56k | 189 | 295.33 |
| 2023-09-30 | $52k | 189 | 272.55 |
| 2023-06-30 | $46k | 189 | 245.53 |
| 2023-03-31 | $43k | 189 | 228.24 |
| 2022-12-31 | $43k | 171 | 248.98 |
More positions owned by New England Capital Financial Advisors
View all positions for New England Capital Financial Advisors