Caterpillar shares owned by Virtus Investment Advisers
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Virtus Investment Advisers
from 13F filings
Historical chart of Virtus Investment Advisers investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Virtus Investment Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Virtus Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.3M | 2.2k | 1064.90 |
| 2024-12-31 | $127k | 350 | 362.76 |
| 2024-09-30 | $239k | 610 | 391.12 |
| 2024-06-30 | $53k | 160 | 333.10 |
| 2024-03-31 | $89k | 243 | 366.43 |
| 2023-12-31 | $80k | 269 | 295.67 |
| 2023-09-30 | $73k | 269 | 273.00 |
| 2023-06-30 | $74k | 300 | 246.05 |
| 2017-12-31 | $40M | 253k | 157.57 |
| 2017-09-30 | $1.9M | 15k | 124.72 |
| 2017-06-30 | $1.8M | 17k | 107.46 |
| 2017-03-31 | $1.7M | 19k | 92.76 |
| 2016-12-31 | $2.0M | 22k | 92.75 |
| 2016-09-30 | $589k | 6.6k | 88.79 |
| 2011-06-30 | $18M | 168k | 106.46 |
| 2011-03-31 | $19k | 168k | 0.11 |
| 2010-12-31 | $19k | 205k | 0.09 |
More positions owned by Virtus Investment Advisers
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