Caterpillar shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 10k | 477.60 |
| 2025-06-30 | $555k | 1.2k | 482.91 |
| 2025-03-31 | $352k | 1.1k | 329.92 |
| 2024-12-31 | $412k | 1.1k | 362.80 |
| 2024-09-30 | $360k | 920 | 390.99 |
| 2024-06-30 | $289k | 868 | 333.01 |
| 2024-03-31 | $249k | 679 | 366.45 |
| 2023-12-31 | $139k | 471 | 295.76 |
| 2023-09-30 | $133k | 488 | 272.83 |
| 2023-06-30 | $115k | 466 | 245.81 |
| 2023-03-31 | $101k | 442 | 228.86 |
| 2022-12-31 | $102k | 424 | 239.55 |
| 2022-09-30 | $69k | 422 | 163.51 |
| 2022-06-30 | $112k | 627 | 178.63 |
| 2022-03-31 | $141k | 633 | 222.75 |
| 2021-12-31 | $137k | 665 | 206.02 |
| 2021-09-30 | $127k | 663 | 191.55 |
| 2021-06-30 | $134k | 614 | 218.24 |
| 2020-12-31 | $111k | 612 | 181.37 |
| 2020-09-30 | $91k | 612 | 148.69 |
| 2020-06-30 | $77k | 610 | 126.23 |
| 2020-03-31 | $71k | 609 | 116.58 |
| 2019-12-31 | $90k | 608 | 148.03 |
| 2019-09-30 | $77k | 607 | 126.85 |
| 2019-06-30 | $83k | 606 | 136.96 |
| 2018-12-31 | $17k | 137 | 124.09 |
| 2018-09-30 | $21k | 136 | 154.41 |
| 2018-06-30 | $45k | 334 | 134.73 |
| 2018-03-31 | $61k | 419 | 145.58 |
| 2017-12-31 | $29k | 185 | 156.76 |
| 2017-09-30 | $14k | 114 | 122.81 |
| 2017-06-30 | $11k | 107 | 102.80 |
| 2017-03-31 | $9.0k | 106 | 84.91 |
| 2016-12-31 | $10k | 105 | 95.24 |