Caterpillar shares owned by ProVise Management Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $224k | 470 | 477.15 |
| 2024-12-31 | $205k | 565 | 362.76 |
| 2024-09-30 | $487k | 1.2k | 391.12 |
| 2024-06-30 | $402k | 1.2k | 333.10 |
| 2024-03-31 | $324k | 884 | 366.43 |
| 2023-12-31 | $261k | 884 | 295.67 |
| 2023-09-30 | $239k | 876 | 273.00 |
| 2023-06-30 | $217k | 946 | 228.84 |
| 2023-03-31 | $217k | 946 | 228.84 |
| 2022-12-31 | $328k | 1.4k | 239.56 |
| 2022-09-30 | $219k | 1.3k | 164.29 |
| 2022-06-30 | $262k | 1.5k | 178.84 |
| 2022-03-31 | $328k | 1.5k | 222.98 |
| 2021-12-31 | $291k | 1.4k | 206.53 |
| 2021-09-30 | $261k | 1.4k | 192.34 |
| 2021-06-30 | $294k | 1.4k | 217.78 |
| 2021-03-31 | $455k | 2.0k | 231.79 |
| 2020-12-31 | $331k | 1.8k | 181.77 |