Caterpillar shares owned by Personal Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Personal Capital Advisors
from 13F filings
Historical chart of Personal Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Personal Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $1.5M | 6.2k | 239.56 |
| 2022-09-30 | $1.1M | 6.5k | 164.06 |
| 2022-06-30 | $1.1M | 6.0k | 178.79 |
| 2022-03-31 | $1.1M | 4.9k | 222.85 |
| 2021-12-31 | $1.1M | 5.5k | 202.78 |
| 2021-09-30 | $1.0M | 5.4k | 191.95 |
| 2021-06-30 | $1.2M | 5.3k | 217.65 |
| 2021-03-31 | $1.3M | 5.7k | 231.80 |
| 2020-12-31 | $833k | 4.6k | 182.08 |
| 2020-09-30 | $542k | 3.6k | 149.23 |
| 2020-06-30 | $417k | 3.3k | 126.63 |
| 2020-03-31 | $433k | 4.0k | 107.82 |
| 2019-12-31 | $675k | 4.6k | 147.61 |
| 2019-09-30 | $440k | 3.5k | 126.15 |
| 2019-06-30 | $291k | 2.1k | 136.36 |
| 2019-03-31 | $323k | 2.4k | 135.43 |
| 2018-12-31 | $303k | 2.4k | 127.04 |
| 2018-09-30 | $382k | 2.5k | 152.56 |
| 2018-06-30 | $320k | 2.4k | 135.82 |
| 2018-03-31 | $327k | 2.2k | 147.50 |
| 2017-12-31 | $377k | 2.4k | 157.74 |
| 2017-09-30 | $275k | 2.2k | 124.77 |
| 2017-06-30 | $241k | 2.2k | 107.45 |
| 2017-03-31 | $244k | 2.6k | 92.92 |