Caterpillar shares owned by Valley National Advisers
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Valley National Advisers
from 13F filings
Historical chart of Valley National Advisers investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Valley National Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.4M | 6.7k | 358.21 |
| 2024-09-30 | $2.5M | 6.6k | 377.05 |
| 2024-06-30 | $489k | 1.5k | 332.43 |
| 2024-03-31 | $548k | 1.5k | 366.31 |
| 2023-12-31 | $426k | 1.4k | 295.63 |
| 2023-09-30 | $377k | 1.4k | 273.19 |
| 2023-06-30 | $321k | 1.3k | 246.54 |
| 2023-03-31 | $289k | 1.3k | 223.68 |
| 2022-12-31 | $323k | 1.3k | 250.00 |
| 2022-09-30 | $237k | 1.3k | 183.44 |
| 2022-06-30 | $249k | 1.4k | 180.57 |
| 2022-03-31 | $307k | 1.4k | 222.63 |
| 2021-12-31 | $285k | 1.4k | 206.67 |
| 2021-09-30 | $327k | 1.7k | 192.13 |
| 2021-06-30 | $370k | 1.7k | 217.39 |
| 2021-03-31 | $395k | 1.7k | 232.08 |
| 2020-12-31 | $310k | 1.7k | 182.14 |
| 2020-09-30 | $378k | 2.5k | 149.29 |
| 2020-06-30 | $327k | 2.6k | 126.65 |
| 2020-03-31 | $325k | 2.8k | 116.15 |
| 2019-12-31 | $411k | 2.8k | 147.52 |
| 2019-09-30 | $345k | 2.7k | 126.33 |
| 2019-06-30 | $356k | 2.6k | 136.24 |
| 2019-03-31 | $402k | 3.0k | 135.44 |
| 2018-12-31 | $377k | 3.0k | 127.06 |
| 2018-09-30 | $423k | 2.8k | 152.38 |
| 2018-06-30 | $322k | 2.4k | 135.46 |
| 2018-03-31 | $332k | 2.3k | 147.42 |
| 2017-12-31 | $274k | 1.7k | 157.47 |
| 2017-09-30 | $217k | 1.7k | 124.71 |
| 2017-06-30 | $187k | 1.7k | 107.47 |
| 2017-03-31 | $245k | 2.6k | 92.80 |
| 2016-12-31 | $309k | 3.3k | 92.88 |
| 2016-09-30 | $295k | 3.3k | 88.70 |
| 2016-06-30 | $252k | 3.3k | 75.77 |
| 2016-03-31 | $273k | 3.6k | 76.51 |
| 2015-12-31 | $237k | 3.5k | 67.87 |
| 2015-09-30 | $228k | 3.5k | 65.29 |
| 2015-06-30 | $296k | 3.5k | 84.77 |
| 2015-03-31 | $220k | 2.7k | 80.09 |
| 2014-12-31 | $214k | 2.4k | 90.68 |