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Caterpillar shares owned by Trust Investment Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Trust Investment Advisors from 13F filings

Historical chart of Trust Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Trust Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Trust Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 6.7k 391.14
2024-06-30 $2.4M 7.2k 333.12
2024-03-31 $2.8M 7.7k 366.41
2023-12-31 $2.3M 7.7k 295.66
2023-09-30 $2.1M 7.7k 273.01
2023-06-30 $2.0M 8.1k 246.05
2023-03-31 $1.9M 8.2k 228.85
2022-12-31 $2.0M 8.4k 239.56
2022-09-30 $1.3M 8.1k 164.10
2022-06-30 $1.5M 8.2k 178.71
2022-03-31 $1.9M 8.5k 222.82
2021-12-31 $1.7M 8.5k 206.69
2021-09-30 $1.6M 8.1k 191.93
2021-06-30 $1.9M 8.8k 217.64
2021-03-31 $2.0M 8.8k 231.89
2020-12-31 $1.7M 9.4k 181.98
2020-09-30 $1.4M 9.5k 149.12
2020-06-30 $1.2M 9.4k 126.47
2020-03-31 $1.1M 9.5k 116.06
2019-12-31 $1.4M 9.5k 147.63
2019-09-30 $1.2M 9.5k 126.29
2019-06-30 $1.4M 10k 136.24
2019-03-31 $1.5M 11k 135.47
2018-12-31 $1.5M 12k 127.07
2018-09-30 $1.9M 12k 152.49
2018-06-30 $1.7M 12k 135.63
2018-03-31 $1.8M 12k 147.42
2017-12-31 $2.1M 13k 157.58
2017-09-30 $1.7M 14k 124.69
2017-06-30 $1.7M 16k 107.44
2017-03-31 $1.5M 16k 92.79
2016-12-31 $1.5M 16k 92.76
2016-09-30 $1.4M 16k 88.75
2016-06-30 $1.2M 16k 75.79
2016-03-31 $1.2M 16k 76.53
2015-12-31 $1.0M 15k 67.93
2015-03-31 $419k 5.2k 80.04
2014-12-31 $360k 3.9k 91.49
2014-09-30 $494k 5.0k 99.10
2014-06-30 $542k 5.0k 108.73
2014-03-31 $523k 5.3k 99.43
2013-12-31 $499k 5.5k 90.73