Caterpillar shares owned by ValMark Advisers
Historical chart of ValMark Advisers investment in Caterpillar
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Quarterly reported holdings in Caterpillar by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 4.2k | 477.19 |
| 2025-06-30 | $1.3M | 3.4k | 388.17 |
| 2025-03-31 | $1.1M | 3.4k | 329.83 |
| 2024-12-31 | $1.2M | 3.3k | 362.75 |
| 2024-09-30 | $1.3M | 3.3k | 391.13 |
| 2024-06-30 | $1.0M | 3.1k | 333.05 |
| 2024-03-31 | $1.0M | 2.8k | 366.43 |
| 2023-12-31 | $720k | 2.4k | 295.61 |
| 2023-09-30 | $625k | 2.3k | 272.98 |
| 2023-06-30 | $557k | 2.3k | 246.07 |
| 2023-03-31 | $507k | 2.2k | 228.89 |
| 2022-12-31 | $486k | 2.0k | 239.54 |
| 2022-09-30 | $332k | 2.0k | 164.28 |
| 2022-06-30 | $338k | 1.9k | 178.65 |
| 2022-03-31 | $237k | 1.1k | 222.95 |
| 2021-12-31 | $225k | 1.1k | 206.99 |
| 2021-09-30 | $209k | 1.1k | 191.92 |
| 2021-06-30 | $264k | 1.2k | 217.46 |
| 2021-03-31 | $254k | 1.1k | 231.75 |