Caterpillar shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.2k | 477.09 |
| 2025-06-30 | $793k | 2.0k | 388.13 |
| 2025-03-31 | $520k | 1.6k | 329.72 |
| 2024-12-31 | $591k | 1.6k | 362.74 |
| 2024-09-30 | $548k | 1.4k | 391.11 |
| 2024-06-30 | $504k | 1.5k | 333.11 |
| 2024-03-31 | $480k | 1.3k | 366.47 |
| 2023-12-31 | $452k | 1.5k | 295.67 |
| 2023-09-30 | $359k | 1.3k | 272.97 |
| 2023-06-30 | $544k | 2.2k | 246.03 |
| 2023-03-31 | $507k | 2.2k | 228.85 |
| 2022-12-31 | $531k | 2.2k | 239.59 |
| 2022-09-30 | $302k | 1.8k | 164.22 |
| 2022-06-30 | $278k | 1.6k | 178.78 |
| 2022-03-31 | $341k | 1.5k | 222.88 |
| 2021-12-31 | $366k | 1.8k | 206.66 |
| 2021-09-30 | $336k | 1.7k | 192.11 |
| 2021-06-30 | $374k | 1.7k | 217.57 |
More positions owned by Soltis Investment Advisors
View all positions for Soltis Investment Advisors