Caterpillar shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.2M | 21k | 391.12 |
| 2024-06-30 | $6.8M | 20k | 333.10 |
| 2024-03-31 | $7.0M | 19k | 366.42 |
| 2023-12-31 | $5.3M | 18k | 295.66 |
| 2023-09-30 | $4.6M | 17k | 273.00 |
| 2023-06-30 | $3.6M | 15k | 246.05 |
| 2023-03-31 | $3.1M | 14k | 228.84 |
| 2022-12-31 | $3.2M | 13k | 239.56 |