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Caterpillar shares owned by Advisor

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Advisor from 13F filings

Historical chart of Advisor investment in Caterpillar

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All positions including Caterpillar held by Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Advisor

Quarter filed Position value Share count Share price at filing
2019-12-31 $22M 148k 147.68
2019-09-30 $20M 159k 126.32
2019-06-30 $21M 157k 136.33
2019-03-31 $21M 158k 135.58
2018-12-31 $20M 153k 127.20
2018-09-30 $22M 147k 152.48
2018-06-30 $9.2M 68k 135.71
2018-03-31 $11M 72k 147.42
2017-12-31 $11M 71k 157.58
2017-09-30 $11M 90k 124.80
2017-06-30 $9.2M 86k 107.39
2017-03-31 $7.0M 75k 92.77
2016-12-31 $7.1M 77k 92.77
2016-09-30 $6.8M 77k 88.87
2016-06-30 $6.0M 79k 75.80