Caterpillar shares owned by TFB Advisors
Historical chart of TFB Advisors investment in Caterpillar
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All positions including Caterpillar held by TFB Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by TFB Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $713k | 1.4k | 527.47 |
| 2025-06-30 | $624k | 1.6k | 388.21 |
| 2025-03-31 | $498k | 1.5k | 329.80 |
| 2024-12-31 | $547k | 1.5k | 362.76 |
| 2024-09-30 | $605k | 1.5k | 391.12 |
| 2024-06-30 | $516k | 1.5k | 333.10 |
| 2024-03-31 | $482k | 1.5k | 331.07 |
| 2023-12-31 | $296k | 1.0k | 295.67 |
| 2023-06-30 | $334k | 1.4k | 246.05 |