Caterpillar shares owned by TCG Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by TCG Advisory Services
from 13F filings
Historical chart of TCG Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by TCG Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.6M | 4.0k | 388.21 |
| 2025-03-31 | $1.7M | 5.3k | 329.83 |
| 2024-12-31 | $1.3M | 3.5k | 362.79 |
| 2024-09-30 | $1.3M | 3.3k | 391.12 |
| 2024-06-30 | $1.2M | 3.6k | 333.14 |
| 2024-03-31 | $986k | 2.7k | 366.38 |
| 2023-12-31 | $724k | 2.4k | 295.69 |
| 2023-09-30 | $391k | 1.4k | 273.08 |
| 2023-06-30 | $306k | 1.2k | 246.04 |
| 2021-09-30 | $214k | 1.1k | 191.76 |
| 2021-06-30 | $329k | 1.5k | 217.74 |
| 2021-03-31 | $358k | 1.5k | 232.02 |