Caterpillar shares owned by RFG Advisory
Historical chart of RFG Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by RFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 7.8k | 477.13 |
| 2025-06-30 | $3.1M | 8.0k | 388.19 |
| 2025-03-31 | $2.3M | 6.9k | 329.78 |
| 2024-12-31 | $2.4M | 6.7k | 362.76 |
| 2024-09-30 | $2.5M | 6.5k | 391.10 |
| 2024-06-30 | $2.2M | 6.7k | 333.11 |
| 2024-03-31 | $2.5M | 6.8k | 366.42 |
| 2023-12-31 | $1.9M | 6.5k | 295.67 |
| 2023-09-30 | $1.8M | 6.6k | 273.00 |
| 2023-06-30 | $1.8M | 7.4k | 246.05 |
| 2023-03-31 | $1.7M | 7.4k | 228.83 |
| 2022-12-31 | $1.2M | 5.0k | 247.76 |
| 2022-09-30 | $1.2M | 5.2k | 229.76 |
| 2022-06-30 | $851k | 4.6k | 185.44 |
| 2022-03-31 | $1.0M | 4.6k | 222.85 |
| 2021-12-31 | $981k | 4.7k | 206.74 |
| 2021-09-30 | $930k | 4.8k | 191.99 |
| 2021-06-30 | $1.1M | 4.9k | 217.63 |
| 2021-03-31 | $1.2M | 5.3k | 231.77 |
| 2020-12-31 | $956k | 4.9k | 194.23 |
| 2020-09-30 | $994k | 6.7k | 149.18 |
| 2020-06-30 | $828k | 6.5k | 126.55 |
| 2020-03-31 | $763k | 6.6k | 116.01 |
| 2019-12-31 | $985k | 6.7k | 147.72 |
| 2019-09-30 | $566k | 4.5k | 126.40 |
| 2019-06-30 | $570k | 4.2k | 136.53 |
| 2019-03-31 | $508k | 3.7k | 135.76 |
| 2018-12-31 | $464k | 3.7k | 127.12 |
| 2018-09-30 | $761k | 5.0k | 152.44 |
| 2018-06-30 | $454k | 3.3k | 135.64 |
| 2018-03-31 | $540k | 3.7k | 147.26 |
| 2017-12-31 | $434k | 2.7k | 163.53 |
| 2017-09-30 | $236k | 1.9k | 127.02 |
| 2017-06-30 | $518k | 4.8k | 107.54 |
| 2015-06-30 | $291k | 3.4k | 84.94 |