Caterpillar shares owned by United Advisor Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $762k | 1.6k | 477.16 |
| 2025-06-30 | $353k | 908 | 388.21 |
| 2025-03-31 | $276k | 837 | 329.80 |
| 2024-12-31 | $427k | 1.2k | 362.61 |
| 2024-09-30 | $371k | 949 | 391.12 |
| 2024-06-30 | $275k | 825 | 333.10 |