Caterpillar shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 22k | 477.15 |
| 2025-06-30 | $15M | 7.3M | 2.10 |
| 2025-03-31 | $6.5M | 20k | 329.79 |
| 2024-12-31 | $7.2M | 20k | 362.76 |
| 2024-09-30 | $8.8M | 23k | 391.12 |
| 2024-06-30 | $8.3M | 25k | 333.10 |
| 2024-03-31 | $7.6M | 21k | 363.52 |
| 2023-12-31 | $6.0M | 20k | 295.67 |
| 2023-09-30 | $5.4M | 20k | 273.01 |
| 2023-06-30 | $4.7M | 19k | 246.05 |
| 2023-03-31 | $6.1M | 27k | 228.84 |
| 2022-12-31 | $3.5M | 15k | 239.56 |
| 2022-09-30 | $2.4M | 15k | 164.07 |
| 2022-06-30 | $2.5M | 14k | 178.79 |
| 2022-03-31 | $5.8M | 26k | 222.84 |
| 2021-12-31 | $2.7M | 13k | 206.77 |
| 2021-09-30 | $2.6M | 14k | 191.99 |
| 2021-06-30 | $2.5M | 12k | 217.60 |
| 2021-03-31 | $2.5M | 11k | 231.84 |
| 2020-12-31 | $1.9M | 11k | 181.98 |
| 2020-09-30 | $1.8M | 12k | 149.18 |
| 2020-06-30 | $1.4M | 11k | 126.54 |
| 2020-03-31 | $1.6M | 13k | 125.05 |
| 2019-12-31 | $3.1M | 21k | 147.70 |
| 2019-09-30 | $1.1M | 8.7k | 126.34 |
| 2019-06-30 | $3.0M | 22k | 136.29 |
| 2019-03-31 | $2.7M | 20k | 135.48 |
| 2018-12-31 | $2.4M | 19k | 127.07 |
| 2018-09-30 | $2.3M | 19k | 121.15 |
| 2018-06-30 | $2.6M | 19k | 135.09 |
| 2018-03-31 | $2.8M | 19k | 147.36 |
| 2017-12-31 | $3.0M | 19k | 157.59 |
| 2017-09-30 | $2.0M | 16k | 124.71 |