Caterpillar shares owned by Rise Advisors
Historical chart of Rise Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |