Caterpillar shares owned by Toth Financial Advisory Corporation
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Toth Financial Advisory Corporation
from 13F filings
Historical chart of Toth Financial Advisory Corporation investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Toth Financial Advisory Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 2.8k | 391.17 |
| 2024-06-30 | $958k | 2.9k | 333.11 |
| 2024-03-31 | $1.1M | 2.9k | 366.41 |
| 2023-12-31 | $892k | 3.0k | 295.71 |
| 2023-09-30 | $1.6M | 6.0k | 273.02 |
| 2023-06-30 | $742k | 3.0k | 246.03 |
| 2023-03-31 | $695k | 3.0k | 228.82 |
| 2022-12-31 | $954k | 4.0k | 239.56 |
| 2022-09-30 | $461k | 2.8k | 164.06 |
| 2022-06-30 | $496k | 2.8k | 178.74 |
| 2022-03-31 | $607k | 2.7k | 222.92 |
| 2021-12-31 | $565k | 2.7k | 206.73 |
| 2021-09-30 | $528k | 2.8k | 191.93 |
| 2021-06-30 | $575k | 2.6k | 217.64 |
| 2021-03-31 | $560k | 2.4k | 231.79 |
| 2020-12-31 | $439k | 2.4k | 181.86 |
| 2020-09-30 | $321k | 2.2k | 149.23 |
| 2020-06-30 | $306k | 2.4k | 130.00 |
| 2020-03-31 | $336k | 2.9k | 115.86 |
| 2019-12-31 | $485k | 3.3k | 147.60 |
| 2019-09-30 | $437k | 3.5k | 126.45 |
| 2019-06-30 | $470k | 3.4k | 136.39 |
| 2019-03-31 | $466k | 3.4k | 135.50 |
| 2018-12-31 | $440k | 3.5k | 127.09 |
| 2018-09-30 | $578k | 3.8k | 152.43 |
| 2018-06-30 | $540k | 4.0k | 135.68 |
| 2018-03-31 | $586k | 4.0k | 147.50 |
| 2017-12-31 | $633k | 4.0k | 157.62 |
| 2017-09-30 | $498k | 4.0k | 124.66 |
| 2017-06-30 | $421k | 3.9k | 107.54 |
| 2017-03-31 | $362k | 3.9k | 92.70 |
| 2016-12-31 | $871k | 9.4k | 92.79 |
| 2016-09-30 | $204k | 2.3k | 88.97 |
| 2014-12-31 | $253k | 2.8k | 91.70 |
| 2014-09-30 | $257k | 2.6k | 99.04 |
| 2014-06-30 | $278k | 2.6k | 108.85 |
| 2014-03-31 | $238k | 2.4k | 99.46 |
| 2013-03-31 | $256k | 2.9k | 87.05 |
| 2012-12-31 | $268k | 3.0k | 89.45 |
| 2012-09-30 | $344k | 4.0k | 85.98 |
| 2012-06-30 | $288k | 3.4k | 84.93 |
| 2012-03-31 | $685k | 6.4k | 106.52 |
| 2011-09-30 | $219k | 3.0k | 73.84 |
| 2011-06-30 | $339k | 3.2k | 106.57 |
| 2011-03-31 | $377k | 3.4k | 111.34 |
More positions owned by Toth Financial Advisory Corporation
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