Caterpillar shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 4.0k | 477.15 |
| 2025-06-30 | $1.6M | 4.0k | 388.21 |
| 2025-03-31 | $1.4M | 4.1k | 329.80 |
| 2024-12-31 | $1.6M | 4.3k | 362.76 |
| 2024-09-30 | $1.7M | 4.4k | 391.12 |
| 2024-06-30 | $1.6M | 4.8k | 333.10 |
| 2024-03-31 | $1.8M | 4.8k | 366.43 |
| 2023-12-31 | $1.4M | 4.7k | 295.67 |
| 2023-09-30 | $1.4M | 5.3k | 273.00 |
| 2023-06-30 | $1.2M | 4.9k | 246.05 |
| 2023-03-31 | $1.0M | 4.4k | 228.84 |
| 2022-12-31 | $1.1M | 4.4k | 239.56 |
| 2022-09-30 | $742k | 4.5k | 164.16 |
| 2022-06-30 | $808k | 4.5k | 178.76 |
| 2022-03-31 | $1.0M | 4.5k | 222.74 |
| 2021-12-31 | $940k | 4.5k | 206.82 |
| 2021-09-30 | $873k | 4.5k | 192.08 |
| 2021-06-30 | $1.2M | 5.6k | 217.62 |
| 2021-03-31 | $1.5M | 6.3k | 231.79 |
| 2020-12-31 | $1.1M | 6.0k | 181.94 |
| 2020-09-30 | $1.1M | 7.5k | 149.13 |
| 2020-06-30 | $1.1M | 8.6k | 126.44 |
| 2020-03-31 | $994k | 8.6k | 116.05 |
| 2019-12-31 | $1.4M | 9.4k | 147.67 |
| 2019-09-30 | $1.2M | 9.6k | 126.30 |
| 2019-06-30 | $1.4M | 10k | 136.28 |
| 2019-03-31 | $1.4M | 10k | 135.51 |
| 2018-12-31 | $1.3M | 10k | 127.10 |
| 2018-09-30 | $1.6M | 10k | 152.53 |
| 2018-06-30 | $1.5M | 11k | 135.64 |
| 2018-03-31 | $1.6M | 11k | 147.34 |
| 2017-12-31 | $1.7M | 11k | 157.54 |
| 2017-09-30 | $1.3M | 11k | 124.68 |
| 2017-06-30 | $1.1M | 11k | 107.44 |
| 2017-03-31 | $979k | 11k | 92.72 |
| 2016-12-31 | $1.0M | 11k | 92.71 |
| 2016-09-30 | $1.1M | 12k | 88.76 |
| 2016-06-30 | $905k | 12k | 75.79 |
| 2016-03-31 | $922k | 12k | 76.58 |
| 2015-12-31 | $1.1M | 17k | 67.95 |
| 2015-09-30 | $1.3M | 20k | 65.37 |
| 2015-03-31 | $2.0M | 25k | 79.96 |
| 2014-12-31 | $2.6M | 28k | 91.52 |
| 2014-09-30 | $3.1M | 30k | 102.86 |
| 2014-06-30 | $2.9M | 29k | 99.36 |
| 2014-03-31 | $2.9M | 29k | 99.36 |
| 2013-12-31 | $2.6M | 29k | 90.79 |
| 2013-09-30 | $2.4M | 29k | 83.39 |
| 2011-12-31 | $3.6M | 39k | 90.60 |
| 2011-09-30 | $3.3M | 44k | 73.84 |
| 2011-06-30 | $5.4M | 48k | 111.36 |
| 2011-03-31 | $5.4M | 48k | 111.36 |
| 2010-12-31 | $4.9M | 52k | 93.66 |
More positions owned by Optimum Investment Advisors
View all positions for Optimum Investment Advisors