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Caterpillar shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Caterpillar

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All positions including Caterpillar held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 52k 391.12
2024-06-30 $18M 53k 333.10
2024-03-31 $21M 58k 366.43
2023-12-31 $21M 70k 295.67
2023-09-30 $42M 152k 273.00
2023-06-30 $40M 161k 246.05
2023-03-31 $37M 163k 228.84
2022-12-31 $41M 171k 239.56
2022-09-30 $28M 168k 164.08
2022-06-30 $30M 168k 178.76
2022-03-31 $37M 165k 222.82
2021-12-31 $33M 160k 206.74
2021-09-30 $31M 159k 191.97
2021-06-30 $34M 155k 217.63
2021-03-31 $36M 157k 231.87
2020-12-31 $29M 158k 182.02
2020-09-30 $24M 160k 149.15
2020-06-30 $9.5M 75k 126.50
2020-03-31 $9.3M 80k 116.05
2019-12-31 $13M 85k 147.68
2019-09-30 $9.8M 78k 126.31
2019-06-30 $31M 226k 136.29
2019-03-31 $46M 342k 135.49
2018-12-31 $8.2M 65k 127.08
2018-09-30 $6.2M 40k 152.48
2018-06-30 $5.6M 41k 135.68
2018-03-31 $5.9M 40k 147.39
2017-12-31 $25M 156k 158.42
2017-09-30 $20M 156k 124.71
2017-06-30 $17M 157k 107.46
2017-03-31 $14M 154k 92.76
2016-12-31 $15M 160k 92.74
2016-09-30 $14M 163k 88.77
2016-06-30 $12M 157k 76.00
2016-03-31 $12M 154k 76.54
2015-12-31 $9.8M 144k 67.96
2015-09-30 $9.4M 144k 65.36
2015-06-30 $2.1M 25k 84.83
2015-03-31 $2.4M 27k 86.87
2014-12-31 $2.7M 30k 91.52
2014-09-30 $2.6M 26k 99.03
2014-06-30 $3.9M 36k 108.66
2014-03-31 $8.0M 80k 99.36
2013-12-31 $5.6M 62k 90.82
2013-09-30 $1.8M 21k 83.42
2013-06-30 $7.5M 91k 82.49
2013-03-31 $2.2M 25k 86.96
2012-12-31 $6.4M 71k 89.60
2012-09-30 $2.2M 25k 86.03
2012-06-30 $1.9M 23k 84.93
2011-12-31 $2.1M 23k 90.58
2011-09-30 $1.1M 15k 73.85
2011-03-31 $2.4M 22k 111.37
2010-12-31 $689k 7.4k 93.61

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar