Caterpillar shares owned by Advisory Research
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Advisory Research
from 13F filings
Historical chart of Advisory Research investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Advisory Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $528k | 1.9k | 273.00 |
| 2023-06-30 | $432k | 1.8k | 246.05 |
| 2014-06-30 | $72k | 660 | 109.09 |
| 2014-03-31 | $71k | 710 | 100.00 |