Caterpillar shares owned by Rise Advisors
Historical chart of Rise Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Rise Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $614k | 1.3k | 476.97 |
| 2025-06-30 | $497k | 1.3k | 388.27 |
| 2024-12-31 | $521k | 1.4k | 362.85 |
| 2024-09-30 | $582k | 1.5k | 391.15 |
| 2024-06-30 | $481k | 1.4k | 333.18 |
| 2024-03-31 | $523k | 1.4k | 366.40 |
| 2023-12-31 | $318k | 1.1k | 295.68 |
| 2023-09-30 | $272k | 996 | 272.95 |
| 2023-06-30 | $205k | 832 | 245.99 |
| 2023-03-31 | $181k | 789 | 228.74 |
| 2022-12-31 | $152k | 636 | 239.49 |
| 2022-09-30 | $93k | 565 | 164.60 |
| 2022-06-30 | $89k | 501 | 177.64 |
| 2022-03-31 | $72k | 322 | 223.60 |
| 2021-12-31 | $62k | 297 | 207.08 |