Caterpillar shares owned by Capital Investment Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capital Investment Advisory Services
from 13F filings
Historical chart of Capital Investment Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Capital Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 4.8k | 366.46 |
| 2023-12-31 | $1.5M | 5.0k | 295.67 |
| 2023-09-30 | $1.1M | 4.2k | 273.01 |
| 2023-06-30 | $913k | 3.7k | 246.04 |
| 2023-03-31 | $907k | 4.0k | 228.84 |
| 2022-12-31 | $1.1M | 4.4k | 239.54 |
| 2022-09-30 | $747k | 4.6k | 164.07 |
| 2022-06-30 | $853k | 4.8k | 178.75 |
| 2022-03-31 | $1.0M | 4.7k | 222.70 |
| 2021-12-31 | $884k | 4.3k | 206.69 |
| 2021-09-30 | $793k | 4.1k | 192.06 |
| 2021-06-30 | $865k | 4.0k | 217.56 |
| 2021-03-31 | $1.0M | 4.5k | 231.82 |
| 2020-12-31 | $839k | 4.6k | 182.00 |
| 2020-09-30 | $379k | 2.5k | 149.27 |
| 2020-06-30 | $473k | 3.7k | 126.64 |
| 2020-03-31 | $528k | 4.5k | 116.10 |
| 2019-12-31 | $614k | 4.2k | 147.63 |
| 2019-09-30 | $439k | 3.5k | 126.26 |
| 2019-06-30 | $436k | 3.2k | 135.15 |
| 2019-03-31 | $484k | 3.6k | 135.42 |
| 2018-12-31 | $446k | 3.5k | 127.10 |
| 2018-09-30 | $562k | 3.7k | 152.39 |
| 2018-06-30 | $503k | 3.7k | 135.80 |
| 2018-03-31 | $574k | 3.9k | 147.33 |
| 2017-12-31 | $466k | 3.0k | 157.70 |
| 2017-09-30 | $375k | 3.0k | 124.83 |
| 2017-06-30 | $320k | 3.0k | 107.35 |
| 2017-03-31 | $338k | 3.6k | 92.76 |
| 2016-12-31 | $329k | 3.5k | 92.86 |
More positions owned by Capital Investment Advisory Services
View all positions for Capital Investment Advisory Services