Caterpillar shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $332k | 848 | 391.12 |
| 2024-06-30 | $283k | 849 | 333.10 |
| 2024-03-31 | $311k | 848 | 366.43 |
| 2023-12-31 | $617k | 2.1k | 295.67 |
| 2023-09-30 | $583k | 2.1k | 273.00 |
| 2023-06-30 | $522k | 2.1k | 246.05 |
| 2023-03-31 | $469k | 2.0k | 228.90 |
| 2022-12-31 | $869k | 3.6k | 239.56 |
| 2022-09-30 | $595k | 3.6k | 164.02 |
| 2022-06-30 | $669k | 3.8k | 177.88 |
| 2022-03-31 | $844k | 3.8k | 222.84 |
| 2021-12-31 | $527k | 2.5k | 208.33 |
| 2021-09-30 | $487k | 2.5k | 191.91 |
| 2021-06-30 | $561k | 2.6k | 217.66 |
| 2021-03-31 | $595k | 2.6k | 233.16 |