Caterpillar shares owned by PFG Advisors
Historical chart of PFG Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by PFG Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by PFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 18k | 477.15 |
| 2025-06-30 | $6.8M | 17k | 388.21 |
| 2025-03-31 | $5.0M | 15k | 329.79 |
| 2024-12-31 | $3.4M | 9.2k | 362.77 |
| 2024-09-30 | $3.9M | 9.9k | 391.12 |
| 2024-03-31 | $3.8M | 10k | 366.43 |
| 2023-12-31 | $3.1M | 10k | 295.68 |
| 2023-09-30 | $2.9M | 11k | 272.99 |
| 2023-06-30 | $2.9M | 12k | 246.05 |
| 2023-03-31 | $2.7M | 12k | 228.84 |
| 2022-12-31 | $2.6M | 11k | 239.57 |
| 2022-09-30 | $1.7M | 11k | 164.08 |
| 2022-06-30 | $1.9M | 11k | 178.73 |
| 2022-03-31 | $2.3M | 10k | 222.82 |
| 2021-12-31 | $2.1M | 10k | 206.79 |
| 2021-09-30 | $1.7M | 9.1k | 191.93 |
| 2021-06-30 | $899k | 4.1k | 217.57 |
| 2021-03-31 | $916k | 3.9k | 231.96 |
| 2020-12-31 | $971k | 5.3k | 181.94 |
| 2020-09-30 | $814k | 5.3k | 154.96 |
| 2020-06-30 | $654k | 5.1k | 127.98 |
| 2020-03-31 | $522k | 4.6k | 114.60 |
| 2019-12-31 | $341k | 2.3k | 147.75 |
| 2019-09-30 | $243k | 2.0k | 119.59 |
| 2019-06-30 | $296k | 2.2k | 132.97 |
| 2018-12-31 | $488k | 3.7k | 132.68 |