Caterpillar shares owned by Nicolet Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Nicolet Advisory Services
from 13F filings
Historical chart of Nicolet Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Nicolet Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 4.9k | 486.69 |
| 2025-06-30 | $2.1M | 4.9k | 428.73 |
| 2025-03-31 | $1.1M | 3.9k | 289.16 |
| 2024-12-31 | $1.4M | 3.9k | 351.03 |
| 2024-09-30 | $1.5M | 3.9k | 391.07 |
| 2024-03-31 | $1.4M | 3.9k | 371.89 |
| 2023-09-30 | $869k | 3.3k | 265.00 |
| 2023-06-30 | $788k | 3.3k | 240.61 |
| 2023-03-31 | $562k | 2.7k | 209.14 |
| 2022-12-31 | $448k | 1.8k | 250.75 |
| 2022-09-30 | $320k | 1.8k | 178.67 |
| 2022-06-30 | $329k | 1.8k | 180.37 |
| 2022-03-31 | $398k | 1.8k | 216.89 |
| 2021-12-31 | $383k | 1.9k | 207.03 |
| 2021-09-30 | $447k | 2.3k | 193.17 |
| 2021-06-30 | $387k | 1.8k | 217.66 |
| 2021-03-31 | $430k | 1.9k | 231.56 |
| 2020-12-31 | $371k | 2.0k | 181.95 |
| 2020-09-30 | $331k | 2.2k | 149.37 |
| 2020-06-30 | $454k | 3.6k | 126.50 |
| 2020-03-31 | $418k | 3.6k | 116.05 |
| 2019-12-31 | $305k | 2.1k | 147.70 |
| 2019-09-30 | $253k | 2.0k | 126.18 |
| 2019-06-30 | $226k | 1.7k | 136.47 |