Caterpillar shares owned by Partnervest Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Partnervest Advisory Services
from 13F filings
Historical chart of Partnervest Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Partnervest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $235k | 1.6k | 149.11 |
| 2018-09-30 | $202k | 1.3k | 152.68 |
| 2017-12-31 | $280k | 1.8k | 157.75 |
| 2017-09-30 | $302k | 2.4k | 124.84 |
| 2017-06-30 | $262k | 2.4k | 107.29 |
| 2017-03-31 | $356k | 3.8k | 92.68 |
| 2014-06-30 | $80k | 741 | 107.96 |
| 2014-03-31 | $282k | 2.8k | 99.30 |
| 2013-12-31 | $276k | 3.0k | 90.82 |
| 2013-09-30 | $246k | 2.9k | 83.53 |
| 2013-06-30 | $280k | 3.4k | 82.50 |
| 2013-03-31 | $313k | 3.6k | 87.11 |
| 2012-12-31 | $88k | 1.0k | 85.69 |
| 2012-09-30 | $88k | 1.0k | 85.69 |
| 2012-06-30 | $109k | 1.3k | 85.09 |
| 2012-03-31 | $130k | 1.2k | 106.91 |
| 2011-12-31 | $105k | 1.2k | 90.52 |
More positions owned by Partnervest Advisory Services
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