Caterpillar shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $604k | 1.7k | 355.40 |
| 2024-06-30 | $566k | 1.7k | 333.10 |
| 2024-03-31 | $623k | 1.7k | 366.43 |
| 2023-12-31 | $503k | 1.7k | 295.67 |
| 2023-09-30 | $464k | 1.7k | 273.00 |
| 2023-06-30 | $418k | 1.7k | 246.05 |
| 2023-03-31 | $389k | 1.7k | 228.84 |
| 2022-12-31 | $407k | 1.7k | 239.56 |
| 2022-09-30 | $279k | 1.7k | 164.12 |
| 2022-03-31 | $379k | 1.7k | 222.94 |
| 2021-12-31 | $351k | 1.7k | 206.47 |
| 2021-09-30 | $326k | 1.7k | 191.76 |
| 2021-06-30 | $370k | 1.7k | 217.65 |
| 2021-03-31 | $394k | 1.7k | 231.76 |
| 2020-12-31 | $309k | 1.7k | 181.76 |
More positions owned by Trinity Financial Advisors
View all positions for Trinity Financial Advisors