Caterpillar shares owned by True North Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by True North Advisors
from 13F filings
Historical chart of True North Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by True North Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 5.2k | 477.13 |
| 2025-06-30 | $2.0M | 5.1k | 388.19 |
| 2025-03-31 | $1.7M | 5.2k | 329.78 |
| 2024-12-31 | $2.0M | 5.5k | 362.74 |
| 2024-09-30 | $2.1M | 5.5k | 391.10 |
| 2024-06-30 | $1.8M | 5.5k | 333.08 |
| 2024-03-31 | $2.0M | 5.5k | 366.41 |
| 2023-12-31 | $1.6M | 5.5k | 295.66 |
| 2023-09-30 | $1.5M | 5.5k | 272.99 |
| 2023-06-30 | $1.5M | 6.0k | 246.04 |
| 2023-03-31 | $1.3M | 5.8k | 228.83 |
| 2022-12-31 | $1.4M | 5.9k | 239.55 |
| 2022-09-30 | $959k | 5.8k | 164.10 |
| 2022-06-30 | $1.0M | 5.8k | 178.64 |
| 2022-03-31 | $1.3M | 5.8k | 222.79 |
| 2021-12-31 | $1.7M | 8.3k | 206.74 |
| 2021-09-30 | $1.9M | 9.8k | 191.93 |
| 2021-06-30 | $2.1M | 9.4k | 217.54 |
| 2021-03-31 | $2.0M | 8.6k | 231.78 |
| 2020-12-31 | $844k | 4.6k | 181.82 |
| 2020-09-30 | $701k | 4.7k | 148.99 |
| 2020-06-30 | $4.0M | 31k | 126.50 |
| 2020-03-31 | $3.4M | 29k | 116.02 |
| 2019-12-31 | $4.3M | 29k | 147.65 |