Caterpillar shares owned by SAM Advisors
Historical chart of SAM Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by SAM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by SAM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $735k | 1.5k | 477.15 |
| 2025-06-30 | $598k | 1.5k | 388.21 |
| 2025-03-31 | $508k | 1.5k | 329.80 |
| 2024-12-31 | $559k | 1.5k | 362.74 |
| 2024-09-30 | $602k | 1.5k | 391.12 |
| 2024-03-31 | $564k | 1.5k | 366.43 |
| 2023-12-31 | $455k | 1.5k | 295.67 |
| 2023-09-30 | $420k | 1.5k | 273.00 |
| 2023-06-30 | $379k | 1.5k | 246.05 |
| 2023-03-31 | $352k | 1.5k | 228.84 |
| 2022-12-31 | $369k | 1.5k | 239.61 |
| 2022-09-30 | $253k | 1.5k | 164.29 |
| 2022-06-30 | $276k | 1.5k | 179.22 |
| 2022-03-31 | $343k | 1.5k | 222.73 |