Caterpillar shares owned by Southeast Asset Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Southeast Asset Advisors
from 13F filings
Historical chart of Southeast Asset Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Southeast Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 4.2k | 391.14 |
| 2024-06-30 | $1.4M | 4.1k | 333.08 |
| 2024-03-31 | $1.5M | 4.1k | 366.41 |
| 2023-12-31 | $1.2M | 4.1k | 295.70 |
| 2023-09-30 | $1.1M | 4.2k | 272.97 |
| 2023-06-30 | $986k | 4.0k | 246.07 |
| 2023-03-31 | $962k | 4.2k | 228.86 |
| 2022-12-31 | $1.0M | 4.2k | 239.56 |
| 2022-09-30 | $686k | 4.2k | 164.15 |
| 2022-06-30 | $750k | 4.2k | 178.83 |
| 2022-03-31 | $933k | 4.2k | 222.89 |
| 2021-12-31 | $864k | 4.2k | 206.85 |
| 2021-09-30 | $801k | 4.2k | 191.90 |
| 2021-06-30 | $895k | 4.1k | 217.55 |
| 2021-03-31 | $836k | 3.6k | 231.71 |
| 2020-12-31 | $655k | 3.6k | 181.94 |
| 2020-09-30 | $536k | 3.6k | 149.26 |
| 2020-06-30 | $453k | 3.6k | 126.50 |
| 2020-03-31 | $414k | 3.6k | 116.03 |
| 2019-12-31 | $525k | 3.6k | 147.60 |
| 2019-09-30 | $448k | 3.5k | 126.30 |
| 2019-06-30 | $482k | 3.5k | 136.35 |
| 2019-03-31 | $552k | 4.1k | 135.46 |
| 2018-12-31 | $486k | 3.8k | 127.09 |
| 2018-09-30 | $582k | 3.8k | 152.48 |
| 2018-06-30 | $517k | 3.8k | 135.70 |
| 2018-03-31 | $561k | 3.8k | 147.48 |
| 2017-12-31 | $599k | 3.8k | 157.67 |
| 2017-09-30 | $535k | 4.3k | 124.74 |
| 2017-06-30 | $460k | 4.3k | 107.50 |
| 2017-03-31 | $396k | 4.3k | 92.81 |
| 2016-12-31 | $395k | 4.3k | 92.85 |
| 2016-09-30 | $377k | 4.2k | 88.85 |
| 2016-06-30 | $287k | 3.8k | 75.71 |
| 2016-03-31 | $285k | 3.7k | 76.67 |