Caterpillar shares owned by PFG Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by PFG Financial Advisors
from 13F filings
Historical chart of PFG Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by PFG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $489k | 1.5k | 333.08 |
| 2023-09-30 | $210k | 771 | 272.83 |
| 2020-03-31 | $203k | 1.7k | 116.27 |
| 2019-12-31 | $526k | 3.6k | 147.79 |
| 2019-09-30 | $598k | 4.7k | 126.24 |
| 2019-06-30 | $487k | 3.6k | 136.22 |
| 2019-03-31 | $424k | 3.1k | 135.64 |
| 2018-12-31 | $497k | 3.9k | 127.18 |
| 2018-09-30 | $719k | 4.7k | 152.56 |
| 2018-06-30 | $618k | 4.6k | 135.62 |
| 2018-03-31 | $658k | 4.5k | 147.47 |
| 2017-12-31 | $650k | 4.1k | 157.61 |
| 2017-09-30 | $514k | 4.1k | 124.64 |
| 2017-06-30 | $443k | 4.1k | 107.42 |
| 2017-03-31 | $383k | 4.1k | 92.87 |
| 2016-12-31 | $355k | 3.8k | 92.83 |
| 2016-09-30 | $388k | 4.4k | 88.69 |
| 2016-06-30 | $487k | 6.4k | 75.87 |
| 2016-03-31 | $507k | 6.6k | 76.47 |
| 2015-12-31 | $415k | 6.1k | 67.98 |
| 2015-09-30 | $262k | 4.0k | 65.26 |
| 2015-06-30 | $340k | 4.0k | 84.81 |
| 2015-03-31 | $321k | 4.0k | 80.09 |
| 2014-12-31 | $364k | 4.0k | 91.62 |
| 2014-09-30 | $393k | 4.0k | 98.92 |
| 2014-06-30 | $432k | 4.0k | 108.76 |
| 2014-03-31 | $397k | 4.0k | 99.40 |