Caterpillar shares owned by ValMark Advisers
Historical chart of ValMark Advisers investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |