Caterpillar shares owned by Savvy Advisors
Historical chart of Savvy Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Savvy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Savvy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 6.0k | 477.18 |
| 2025-06-30 | $2.0M | 5.1k | 388.17 |
| 2025-03-31 | $1.4M | 4.3k | 329.83 |
| 2024-12-31 | $1.5M | 4.0k | 362.78 |
| 2024-09-30 | $1.6M | 4.1k | 391.08 |
| 2024-06-30 | $667k | 2.0k | 333.13 |
| 2024-03-31 | $650k | 1.8k | 366.40 |
| 2023-12-31 | $479k | 1.6k | 295.76 |