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
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Quarterly reported holdings in Caterpillar by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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