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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Caterpillar by New England Capital Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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