Caterpillar shares owned by VisionPoint Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by VisionPoint Advisory Group
from 13F filings
Historical chart of VisionPoint Advisory Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by VisionPoint Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $774k | 1.6k | 477.15 |
| 2025-06-30 | $612k | 1.6k | 388.21 |
| 2025-03-31 | $446k | 1.4k | 329.80 |
| 2024-12-31 | $493k | 1.4k | 359.77 |
| 2024-09-30 | $544k | 1.4k | 391.12 |
| 2024-06-30 | $480k | 1.4k | 333.10 |
| 2024-03-31 | $544k | 1.5k | 366.43 |
| 2023-12-31 | $456k | 1.5k | 295.67 |
| 2023-09-30 | $555k | 2.0k | 273.03 |
| 2023-06-30 | $440k | 1.8k | 246.05 |
More positions owned by VisionPoint Advisory Group
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