Caterpillar shares owned by Purkiss Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Purkiss Capital Advisors
from 13F filings
Historical chart of Purkiss Capital Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Purkiss Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Purkiss Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.1k | 477.14 |
| 2025-06-30 | $724k | 1.9k | 388.16 |
| 2025-03-31 | $566k | 1.7k | 329.75 |
| 2024-12-31 | $259k | 714 | 362.82 |