Caterpillar shares owned by Resonant Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Resonant Capital Advisors
from 13F filings
Historical chart of Resonant Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Resonant Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.6k | 477.15 |
| 2025-06-30 | $961k | 2.5k | 388.21 |
| 2025-03-31 | $595k | 1.8k | 329.80 |
| 2024-12-31 | $662k | 1.8k | 362.76 |
| 2024-09-30 | $689k | 1.8k | 391.03 |
| 2024-06-30 | $562k | 1.7k | 333.10 |
| 2024-03-31 | $587k | 1.6k | 366.43 |
| 2023-12-31 | $391k | 1.3k | 295.67 |
| 2023-09-30 | $346k | 1.3k | 273.00 |
| 2023-06-30 | $260k | 1.1k | 246.05 |