Caterpillar shares owned by Transamerica Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Transamerica Financial Advisors
from 13F filings
Historical chart of Transamerica Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Transamerica Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 4.1k | 295.69 |
| 2023-09-30 | $1.6M | 5.7k | 273.02 |
| 2023-06-30 | $1.6M | 6.7k | 246.15 |
| 2023-03-31 | $1.5M | 6.7k | 228.90 |
| 2022-12-31 | $1.6M | 6.6k | 239.65 |
| 2022-09-30 | $1.0M | 6.3k | 164.20 |
| 2022-06-30 | $889k | 5.0k | 178.77 |
| 2022-03-31 | $1.0k | 4 | 250.00 |
| 2021-12-31 | $1.0k | 4 | 250.00 |
| 2021-09-30 | $1.0k | 4 | 250.00 |
| 2021-06-30 | $999 | 3 | 333.33 |
| 2020-06-30 | $22k | 173 | 127.17 |
| 2019-06-30 | $15k | 107 | 140.19 |
| 2018-12-31 | $20k | 152 | 131.58 |
| 2018-09-30 | $22k | 141 | 156.03 |
| 2018-06-30 | $1.0k | 4 | 250.00 |
| 2016-03-31 | $10k | 120 | 83.33 |
| 2015-12-31 | $9.0k | 120 | 75.00 |
| 2015-09-30 | $8.0k | 120 | 66.67 |
| 2015-06-30 | $8.0k | 91 | 87.91 |
| 2015-03-31 | $4.0k | 44 | 90.91 |
| 2014-12-31 | $97k | 1.1k | 91.94 |
| 2014-09-30 | $100k | 1.0k | 99.40 |
| 2014-06-30 | $108k | 992 | 108.87 |
| 2014-03-31 | $3.0k | 24 | 125.00 |
| 2013-12-31 | $3.0k | 24 | 125.00 |
| 2013-09-30 | $5.0k | 54 | 92.59 |
| 2013-06-30 | $5.0k | 54 | 92.59 |
| 2012-09-30 | $3.0k | 30 | 100.00 |
| 2012-06-30 | $999 | 30 | 33.33 |
| 2012-03-31 | $4.0k | 30 | 133.33 |
| 2011-09-30 | $21k | 280 | 75.00 |
More positions owned by Transamerica Financial Advisors
View all positions for Transamerica Financial Advisors