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Caterpillar shares owned by Advisors Asset Management

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

Historical chart of Advisors Asset Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Advisors Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.6M 22k 295.67
2023-09-30 $6.1M 22k 273.00
2023-06-30 $7.2M 29k 246.05
2023-03-31 $8.2M 36k 228.84
2022-12-31 $9.4M 39k 239.56
2022-09-30 $7.4M 45k 164.08
2022-06-30 $9.9M 55k 178.76
2022-03-31 $11M 51k 222.83
2021-12-31 $11M 52k 206.74
2021-09-30 $9.4M 49k 191.97
2021-06-30 $12M 53k 217.63
2021-03-31 $20M 87k 231.87
2020-12-31 $15M 80k 182.02
2020-09-30 $17M 112k 149.15
2020-06-30 $18M 141k 126.50
2020-03-31 $15M 127k 116.04
2019-12-31 $13M 86k 148.99
2019-09-30 $10M 80k 126.31
2019-06-30 $7.0M 51k 136.30
2019-03-31 $4.2M 31k 135.50
2018-12-31 $5.1M 40k 127.06
2018-09-30 $8.7M 57k 152.49
2018-06-30 $7.7M 57k 135.67
2018-03-31 $18M 116k 154.48
2017-12-31 $22M 137k 157.58
2017-09-30 $22M 176k 124.71
2017-06-30 $29M 265k 107.46
2017-03-31 $28M 301k 92.76
2016-12-31 $30M 325k 92.74
2016-09-30 $29M 321k 88.77
2016-06-30 $23M 309k 75.81
2016-03-31 $23M 298k 76.54
2015-12-31 $16M 240k 67.96
2015-09-30 $11M 171k 65.36
2015-06-30 $12M 137k 84.82
2015-03-31 $8.3M 104k 80.03
2014-12-31 $2.3M 25k 91.55
2014-09-30 $1.4M 15k 99.06
2014-06-30 $1.6M 15k 108.68
2014-03-31 $1.6M 16k 99.40
2013-12-31 $1.7M 19k 90.78
2013-09-30 $1.6M 19k 83.40
2013-06-30 $1.7M 21k 82.47
2013-03-31 $1.8M 21k 86.99
2012-12-31 $2.1M 24k 89.59
2012-09-30 $2.2M 26k 86.04
2012-06-30 $2.4M 28k 84.90
2012-03-31 $2.9M 28k 106.53
2011-12-31 $2.4M 27k 90.61
2011-09-30 $2.1M 28k 73.83
2011-06-30 $2.8M 26k 106.48
2011-03-31 $2.1M 19k 111.37
2010-12-31 $1.3M 14k 93.64