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Caterpillar shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $623k 3.0k 206.77
2021-09-30 $394k 2.1k 191.91
2021-06-30 $448k 2.1k 217.79
2021-03-31 $476k 2.1k 231.86
2020-12-31 $363k 2.0k 182.14
2020-09-30 $1.4M 2.2k 622.21
2020-06-30 $280k 2.2k 126.58
2019-12-31 $222k 1.5k 147.80
2018-06-30 $168k 1.2k 135.81
2018-03-31 $293k 2.0k 147.46
2017-12-31 $195k 1.2k 157.64
2017-09-30 $167k 1.3k 124.91
2017-06-30 $241k 2.2k 107.45
2017-03-31 $208k 2.2k 92.73
2016-12-31 $208k 2.2k 92.73