Caterpillar shares owned by Private Advisory
Historical chart of Private Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 627 | 476.91 |
| 2021-06-30 | $609k | 2.8k | 217.66 |
| 2021-03-31 | $203k | 876 | 231.74 |
| 2019-12-31 | $2.1M | 14k | 147.68 |
| 2019-09-30 | $2.1M | 16k | 126.31 |
| 2019-06-30 | $2.2M | 16k | 136.29 |
| 2019-03-31 | $1.5M | 12k | 127.03 |
| 2018-12-31 | $1.5M | 12k | 127.03 |
| 2018-09-30 | $1.6M | 11k | 141.33 |
| 2018-06-30 | $1.5M | 11k | 135.63 |
| 2018-03-31 | $1.7M | 11k | 147.39 |
| 2017-12-31 | $1.5M | 9.6k | 157.58 |
| 2017-09-30 | $1.2M | 9.9k | 124.81 |
| 2017-06-30 | $861k | 8.0k | 107.39 |
| 2017-03-31 | $644k | 6.9k | 93.10 |
| 2016-12-31 | $859k | 9.3k | 92.82 |