Caterpillar shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 3.1k | 391.08 |
| 2024-06-30 | $1.2M | 3.6k | 333.09 |
| 2024-03-31 | $1.4M | 3.7k | 366.39 |
| 2023-09-30 | $995k | 3.6k | 273.02 |
| 2023-06-30 | $947k | 3.8k | 246.05 |
| 2023-03-31 | $836k | 3.7k | 228.85 |
| 2022-12-31 | $850k | 3.5k | 239.58 |
| 2022-09-30 | $565k | 3.4k | 164.10 |
| 2022-06-30 | $1.7M | 9.5k | 178.71 |
| 2022-03-31 | $2.1M | 9.3k | 222.75 |
| 2021-12-31 | $1.9M | 9.3k | 206.77 |
| 2021-09-30 | $1.8M | 9.4k | 191.94 |
| 2021-06-30 | $1.7M | 7.6k | 217.69 |
| 2020-12-31 | $2.0M | 11k | 182.02 |
| 2019-12-31 | $2.3M | 16k | 147.67 |
| 2019-09-30 | $2.0M | 16k | 126.28 |
| 2019-06-30 | $2.2M | 16k | 136.28 |
| 2019-03-31 | $2.4M | 18k | 135.48 |
| 2018-12-31 | $2.2M | 17k | 127.07 |
| 2018-03-31 | $240k | 1.6k | 147.42 |
| 2017-12-31 | $290k | 1.8k | 157.78 |
| 2017-09-30 | $225k | 1.8k | 124.65 |
| 2016-09-30 | $248k | 2.8k | 88.63 |
| 2016-03-31 | $289k | 3.8k | 76.66 |
| 2015-09-30 | $117k | 1.8k | 64.86 |
| 2015-06-30 | $73k | 866 | 84.30 |
| 2015-03-31 | $69k | 866 | 79.68 |
| 2014-12-31 | $52k | 567 | 91.71 |
| 2014-09-30 | $455k | 4.6k | 99.02 |
| 2014-06-30 | $500k | 4.6k | 108.67 |
| 2014-03-31 | $555k | 5.6k | 99.44 |
| 2013-12-31 | $434k | 4.8k | 90.72 |
| 2013-09-30 | $524k | 6.3k | 83.41 |
| 2013-06-30 | $484k | 5.9k | 82.55 |