Caterpillar shares owned by Operose Advisors
Historical chart of Operose Advisors investment in Caterpillar
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All positions including Caterpillar held by Operose Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Operose Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $856k | 1.8k | 477.21 |
| 2025-06-30 | $695k | 1.8k | 388.38 |
| 2025-03-31 | $589k | 1.8k | 329.78 |
| 2024-12-31 | $646k | 1.8k | 362.77 |
| 2024-09-30 | $746k | 1.9k | 391.04 |
| 2024-06-30 | $633k | 1.9k | 333.04 |
| 2024-03-31 | $597k | 1.6k | 366.51 |
| 2023-12-31 | $481k | 1.6k | 295.75 |
| 2023-09-30 | $564k | 2.1k | 273.03 |
| 2023-06-30 | $392k | 1.6k | 245.99 |
| 2023-03-31 | $361k | 1.6k | 228.84 |
| 2022-12-31 | $376k | 1.6k | 239.61 |
| 2022-09-30 | $257k | 1.6k | 164.32 |
| 2022-06-30 | $278k | 1.6k | 178.55 |
| 2022-03-31 | $346k | 1.6k | 223.08 |
| 2021-12-31 | $319k | 1.5k | 206.61 |