Caterpillar shares owned by Private Advisor
Historical chart of Private Advisor investment in Caterpillar
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All positions including Caterpillar held by Private Advisor consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 80k | 477.15 |
| 2025-06-30 | $29M | 74k | 388.21 |
| 2025-03-31 | $22M | 65k | 329.80 |
| 2024-12-31 | $25M | 68k | 362.76 |
| 2024-09-30 | $27M | 68k | 391.12 |
| 2024-06-30 | $24M | 71k | 333.10 |
| 2024-03-31 | $25M | 68k | 366.43 |
| 2023-12-31 | $21M | 70k | 295.67 |
| 2023-09-30 | $440M | 1.6M | 273.00 |
| 2023-06-30 | $18M | 70k | 250.17 |
| 2023-03-31 | $17M | 74k | 228.84 |
| 2022-12-31 | $3.9M | 74k | 53.46 |
| 2022-09-30 | $12M | 73k | 164.08 |
| 2022-06-30 | $15M | 83k | 178.76 |
| 2022-03-31 | $18M | 88k | 206.73 |
| 2021-12-31 | $18M | 88k | 206.73 |
| 2021-09-30 | $22M | 115k | 191.96 |
| 2021-06-30 | $19M | 88k | 217.63 |
| 2021-03-31 | $19M | 80k | 231.87 |
| 2020-12-31 | $13M | 72k | 182.01 |
| 2020-09-30 | $9.6M | 66k | 145.23 |
| 2020-06-30 | $9.0M | 71k | 126.50 |
| 2020-03-31 | $8.2M | 71k | 116.03 |
| 2019-12-31 | $12M | 78k | 147.68 |
| 2019-09-30 | $11M | 82k | 128.40 |
| 2019-06-30 | $9.5M | 70k | 135.70 |
| 2019-03-31 | $8.9M | 66k | 134.99 |
| 2018-12-31 | $8.6M | 68k | 127.07 |
| 2018-09-30 | $10M | 65k | 152.49 |
| 2018-06-30 | $5.8M | 42k | 136.21 |
| 2018-03-31 | $5.5M | 38k | 147.42 |
| 2017-12-31 | $6.4M | 38k | 165.51 |
| 2017-09-30 | $8.6M | 68k | 126.82 |
| 2017-06-30 | $6.8M | 63k | 107.84 |
| 2017-03-31 | $7.6M | 111k | 68.58 |
| 2016-12-31 | $4.7M | 49k | 94.64 |
| 2016-09-30 | $3.2M | 37k | 87.55 |
| 2016-06-30 | $3.1M | 40k | 75.64 |
| 2016-03-31 | $2.3M | 29k | 77.56 |
| 2015-12-31 | $2.1M | 30k | 67.94 |
| 2015-09-30 | $1.9M | 29k | 65.35 |
| 2015-06-30 | $2.7M | 32k | 84.79 |
| 2015-03-31 | $2.4M | 30k | 80.04 |
| 2014-12-31 | $2.5M | 27k | 91.54 |
| 2014-09-30 | $2.2M | 22k | 99.02 |
| 2014-06-30 | $4.8M | 44k | 108.66 |
| 2014-03-31 | $4.8M | 48k | 99.37 |
| 2013-12-31 | $4.4M | 49k | 90.80 |