Caterpillar shares owned by Pure Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Pure Financial Advisors
from 13F filings
Historical chart of Pure Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Pure Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 18k | 477.16 |
| 2025-06-30 | $7.2M | 19k | 388.20 |
| 2025-03-31 | $3.7M | 11k | 329.80 |
| 2024-12-31 | $3.9M | 11k | 362.77 |
| 2024-09-30 | $4.0M | 10k | 391.13 |
| 2024-06-30 | $3.6M | 11k | 333.10 |
| 2024-03-31 | $3.8M | 10k | 366.42 |
| 2023-12-31 | $2.6M | 8.7k | 295.68 |
| 2023-09-30 | $2.3M | 8.5k | 272.99 |
| 2023-06-30 | $2.2M | 8.8k | 246.04 |
| 2023-03-31 | $2.0M | 8.8k | 228.83 |
| 2022-12-31 | $2.1M | 8.7k | 239.55 |
| 2022-09-30 | $1.5M | 9.0k | 164.14 |
| 2022-06-30 | $1.6M | 8.9k | 178.71 |
| 2022-03-31 | $2.0M | 8.8k | 222.85 |
| 2021-12-31 | $327k | 1.6k | 206.57 |
| 2021-09-30 | $286k | 1.5k | 192.20 |
| 2021-06-30 | $302k | 1.4k | 217.74 |
| 2021-03-31 | $437k | 1.9k | 231.71 |
| 2020-12-31 | $357k | 2.0k | 181.77 |
| 2020-09-30 | $206k | 1.4k | 148.84 |
| 2018-12-31 | $206k | 1.6k | 126.77 |
| 2018-09-30 | $248k | 1.6k | 152.62 |
| 2018-06-30 | $288k | 2.1k | 135.53 |
| 2018-03-31 | $254k | 1.7k | 147.25 |
| 2017-12-31 | $519k | 3.3k | 157.70 |
| 2017-09-30 | $252k | 2.0k | 124.75 |