Cetera Advisors LLC’s Caterpillar Inc Position
Does Cetera Advisors LLC own Caterpillar Inc (CAT)? Not currently — the last reported position was 55.9K shares worth $17M in Q4 2023; the fund’s latest 13F (Q1 2024) no longer reports it.
Position Value
$17M
Q4 2023
Shares
55.9K
% of Portfolio
+0.23%
Quarters Held
21
position exited
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 55.9K | $17M | +0.23% |
| Q3 2023 | 58.7K | $16M | +0.25% |
| Q2 2023 | 45.4K | $11M | +0.18% |
| Q1 2023 | 30.4K | $7M | +0.12% |
| Q4 2022 | 36.3K | $9M | +0.16% |
| Q3 2022 | 31.2K | $5M | +0.14% |
| Q2 2022 | 23.5K | $4M | +0.10% |
| Q1 2022 | 26.5K | $6M | +0.12% |
| Q4 2021 | 27.0K | $6M | +0.11% |
| Q3 2021 | 30.4K | $6M | +0.11% |
| Q2 2021 | 27.0K | $6M | +0.14% |
| Q1 2021 | 25.8K | $6M | +0.16% |
| Q4 2020 | 24.4K | $4M | +0.14% |
| Q3 2020 | 25.0K | $4M | +0.14% |
| Q2 2020 | 23.3K | $3M | +0.13% |
| Q1 2020 | 24.9K | $3M | +0.15% |
| Q4 2019 | 27.6K | $4M | +0.17% |
| Q3 2019 | 27.3K | $3M | +0.15% |
| Q2 2019 | 28.4K | $4M | +0.17% |
| Q1 2019 | 25.6K | $3M | +0.17% |
| Q4 2018 | 25.4K | $3M | +0.19% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cetera Advisors LLC’s full portfolio or all institutional holders of CAT.