Caterpillar shares owned by Teamwork Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Teamwork Financial Advisors
from 13F filings
Historical chart of Teamwork Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Teamwork Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 33k | 477.15 |
| 2025-06-30 | $3.0M | 7.8k | 388.21 |
| 2025-03-31 | $4.0M | 12k | 329.80 |
| 2024-12-31 | $5.0M | 14k | 362.75 |
| 2024-09-30 | $16M | 40k | 391.12 |
| 2024-06-30 | $13M | 38k | 333.10 |
| 2024-03-31 | $2.5M | 6.9k | 366.43 |
| 2023-12-31 | $5.5M | 19k | 295.67 |
| 2022-03-31 | $209k | 940 | 222.34 |
| 2021-12-31 | $1.9M | 9.4k | 206.74 |
| 2021-09-30 | $395k | 2.1k | 192.03 |
| 2021-06-30 | $431k | 2.0k | 217.57 |
| 2021-03-31 | $846k | 3.6k | 231.91 |
| 2020-03-31 | $359k | 3.1k | 116.07 |
| 2019-12-31 | $1.2M | 7.9k | 147.68 |
More positions owned by Teamwork Financial Advisors
View all positions for Teamwork Financial Advisors