Caterpillar shares owned by Quantum Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Quantum Financial Advisors
from 13F filings
Historical chart of Quantum Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Quantum Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $740k | 1.6k | 477.29 |
| 2025-06-30 | $602k | 1.6k | 388.32 |
| 2025-03-31 | $511k | 1.6k | 329.89 |
| 2024-12-31 | $562k | 1.6k | 362.86 |
| 2024-09-30 | $606k | 1.6k | 391.23 |
| 2024-06-30 | $524k | 1.6k | 333.19 |
| 2024-03-31 | $569k | 1.6k | 366.53 |
| 2023-12-31 | $459k | 1.6k | 295.75 |
| 2023-09-30 | $424k | 1.6k | 273.08 |
| 2023-06-30 | $382k | 1.6k | 246.12 |
| 2023-03-31 | $355k | 1.6k | 228.90 |
| 2022-12-31 | $372k | 1.6k | 239.63 |
| 2022-09-30 | $253k | 1.5k | 163.97 |
| 2022-06-30 | $293k | 1.5k | 190.63 |
More positions owned by Quantum Financial Advisors
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