Caterpillar shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Triad Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.5M | 9.3k | 273.02 |
| 2023-06-30 | $2.3M | 9.2k | 246.04 |
| 2023-03-31 | $2.1M | 9.2k | 228.83 |
| 2022-12-31 | $2.2M | 9.2k | 239.55 |
| 2022-09-30 | $1.5M | 9.2k | 164.10 |
| 2022-06-30 | $1.7M | 9.3k | 178.77 |
| 2022-03-31 | $2.0M | 9.2k | 222.81 |
| 2021-12-31 | $2.0M | 9.8k | 206.77 |