Caterpillar shares owned by TKG Advisors
Historical chart of TKG Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by TKG Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by TKG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 5.6k | 477.19 |
| 2025-06-30 | $2.5M | 6.4k | 388.23 |
| 2025-03-31 | $2.1M | 6.4k | 329.82 |
| 2024-12-31 | $2.4M | 6.0k | 407.61 |
| 2024-09-30 | $2.5M | 6.3k | 391.15 |
| 2024-06-30 | $1.2M | 3.5k | 333.11 |
| 2024-03-31 | $1.3M | 3.5k | 366.42 |
| 2023-12-31 | $2.4M | 8.2k | 295.67 |
| 2023-09-30 | $1.1M | 3.9k | 272.99 |
| 2023-06-30 | $2.2M | 8.8k | 246.04 |
| 2023-03-31 | $1.2M | 5.4k | 228.85 |
| 2022-12-31 | $1.2M | 5.0k | 239.54 |
| 2022-09-30 | $972k | 5.9k | 164.13 |
| 2022-06-30 | $1.0M | 5.8k | 178.74 |
| 2022-03-31 | $1.2M | 5.6k | 222.82 |
| 2021-12-31 | $936k | 4.5k | 206.81 |