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
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Quarterly reported holdings in Caterpillar by Trust Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 6.5k | 477.14 |
| 2025-06-30 | $2.5M | 6.4k | 388.22 |
| 2025-03-31 | $2.2M | 6.8k | 329.81 |
| 2024-12-31 | $2.6M | 7.2k | 362.77 |
| 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 |