Caterpillar shares owned by Traphagen Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Traphagen Investment Advisors
from 13F filings
Historical chart of Traphagen Investment Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Traphagen Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Traphagen Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.2k | 477.18 |
| 2025-06-30 | $1.3M | 3.3k | 388.25 |
| 2025-03-31 | $1.0M | 3.1k | 329.83 |
| 2024-12-31 | $1.1M | 3.1k | 362.76 |
| 2024-09-30 | $1.3M | 3.2k | 391.15 |
| 2024-06-30 | $1.1M | 3.3k | 333.11 |
| 2023-12-31 | $960k | 3.2k | 295.69 |
More positions owned by Traphagen Investment Advisors
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