Caterpillar shares owned by Richwood Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Richwood Investment Advisors
from 13F filings
Historical chart of Richwood Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Richwood Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.2k | 477.15 |
| 2025-06-30 | $1.2M | 3.2k | 388.21 |
| 2024-12-31 | $969k | 2.7k | 362.76 |
| 2024-09-30 | $972k | 2.5k | 391.12 |
| 2024-06-30 | $828k | 2.5k | 333.10 |
| 2024-03-31 | $795k | 2.2k | 366.43 |
| 2023-12-31 | $523k | 1.8k | 295.67 |
| 2023-09-30 | $422k | 1.5k | 273.00 |
| 2023-06-30 | $380k | 1.5k | 246.05 |
| 2023-03-31 | $344k | 1.5k | 228.84 |
| 2022-12-31 | $361k | 1.5k | 239.56 |
| 2022-09-30 | $241k | 1.5k | 163.83 |
| 2022-06-30 | $263k | 1.5k | 178.79 |
| 2022-03-31 | $305k | 1.4k | 222.47 |
| 2021-12-31 | $118k | 571 | 206.66 |
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