Caterpillar shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $821k | 1.7k | 477.37 |
| 2025-06-30 | $660k | 1.7k | 388.37 |
| 2025-03-31 | $404k | 1.2k | 329.65 |
| 2024-12-31 | $418k | 1.2k | 362.67 |
| 2024-09-30 | $411k | 1.1k | 390.65 |
| 2024-06-30 | $351k | 1.1k | 333.43 |
| 2024-03-31 | $378k | 1.0k | 366.64 |
| 2023-09-30 | $355k | 1.3k | 272.71 |
| 2023-06-30 | $324k | 1.3k | 246.11 |
| 2023-03-31 | $306k | 1.3k | 229.00 |
| 2022-12-31 | $285k | 1.2k | 239.62 |
More positions owned by Perennial Investment Advisors
View all positions for Perennial Investment Advisors