Caterpillar shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $829k | 1.7k | 477.26 |
| 2025-06-30 | $745k | 1.9k | 388.18 |
| 2025-03-31 | $630k | 1.9k | 329.84 |
| 2024-12-31 | $716k | 2.0k | 362.74 |
| 2024-09-30 | $725k | 1.9k | 391.12 |
| 2024-06-30 | $639k | 1.9k | 333.05 |
| 2024-03-31 | $676k | 1.8k | 366.39 |
| 2023-12-31 | $560k | 1.9k | 295.67 |
| 2023-09-30 | $507k | 1.9k | 273.02 |
| 2023-06-30 | $431k | 1.8k | 246.00 |
| 2023-03-31 | $395k | 1.7k | 228.78 |
| 2022-12-31 | $316k | 1.3k | 239.55 |
| 2022-09-30 | $251k | 1.5k | 163.84 |
| 2022-06-30 | $246k | 1.4k | 179.04 |
| 2022-03-31 | $389k | 1.7k | 222.80 |
| 2021-12-31 | $497k | 2.4k | 206.91 |
| 2021-09-30 | $453k | 2.4k | 191.79 |
| 2021-06-30 | $437k | 2.0k | 217.41 |
| 2021-03-31 | $403k | 1.7k | 231.88 |
| 2020-12-31 | $343k | 1.9k | 182.25 |
| 2020-09-30 | $147k | 987 | 148.94 |
| 2020-06-30 | $118k | 934 | 126.34 |
| 2020-03-31 | $127k | 1.1k | 116.30 |
| 2019-12-31 | $117k | 791 | 147.91 |
| 2019-09-30 | $126k | 996 | 126.51 |
| 2019-06-30 | $228k | 1.7k | 135.80 |
| 2019-03-31 | $191k | 1.4k | 135.36 |
| 2018-12-31 | $221k | 1.7k | 127.16 |
| 2018-09-30 | $240k | 1.6k | 151.80 |
| 2018-06-30 | $197k | 1.5k | 135.49 |
| 2018-03-31 | $264k | 1.8k | 143.71 |
| 2017-12-31 | $185k | 1.1k | 164.74 |
| 2017-09-30 | $40k | 313 | 127.80 |
| 2017-06-30 | $999 | 13 | 76.92 |
More positions owned by Patriot Financial Group Insurance Agency
View all positions for Patriot Financial Group Insurance Agency